DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
P••••• M•••• F•••••••• A•••••••
Legal name P••••• M•••• F•••••••• A•••••••• L••
Latest filing Jul 29, 2026
First filing on the tape Mar 29, 2012 · 69 filings
SEC status approved since Jun 3, 1993
RAUM
$25B
reported, Item 5.F
Discretionary
40%
of RAUM
Private clients
99%
$25B individuals and HNW
Advisors
131
registered through the firm on IAPD
RAUM per advisor
$192M
derived; firm RAUM over IAPD count
Employees
148
146 advisory (5.B.1)
Offices
13
beyond the principal office
Private funds
0
reported on Schedule D
History
69 filings and snapshots on the tape
RAUM$25B as of Jul 29, 2026
Sep 20, 2012$7.3B then
HNW client RAUM$25B as of Jul 29, 2026
Sep 27, 2018$5.3B then
State-registered IARs (5.B.3)128 as of Jul 29, 2026
Sep 20, 20120 then
Employees (5.A)148 as of Jul 29, 2026
Sep 23, 201390 then
Private funds: no history
RAUM +15% over the last fiscal year+15% a year over threeIARs 122 to 128offices 12 to 13
Practice profile
derived from the filing of Jul 29, 2026; every figure names its basis
Archetypes, each a printed rule
- p••••••• led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $192MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 30derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.3MderivedHNW RAUM over HNW clients
- Average account
- $1.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 40%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 9.4derived14 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +4.9%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Financial planning clients
- 3,000reportedItem 5.H
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$25B98%
- Individuals$355M1.4%
- Corporations and businesses$96.5M0.4%
- Charitable organizations$71.2M0.3%
- Individual clients
- 539reported
- HNW clients
- 3,355reported
- Pension plan clients
- 0reported
- Charitable clients
- 7reported
- Accounts
- 18,766reported
- Financial planning clients
- 3,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0derived
Advisors registered through the firm
131 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| H••• J••••• K••••••••Certified Financial Planner | Grand Rapids, Mi | Feb 27, 2008 | 27 y | 0 |
| J••• J•••• L•••••Certified Financial Planner, Chartered Financial Analyst | Southfield, Mi | May 21, 2008 | 30 y | 0 |
| J•••• M••••••• E•••••Certified Financial Planner | Auburn Hills, Mi | Apr 20, 2009 | 27 y | 0 |
| K•••••• M••• E••••••Certified Financial Planner | Schaumburg, Il | May 12, 2009 | 18 y | 0 |
| M•••••• J•••• L••••Certified Financial Planner | Southfield, Mi | Aug 26, 2009 | 33 y | 0 |
| D•••• M•••••• S••••Certified Financial Planner, Chartered Financial Analyst | Greenville, Sc | Nov 19, 2009 | 19 y | 0 |
| K•••• O•••••• B•••••Certified Financial Planner, Chartered Financial Analyst | Southfield, Mi | Feb 2, 2010 | 22 y | 0 |
| S•••• D••••• C•••••Certified Financial Planner | Grand Rapids, Mi | Feb 2, 2010 | 38 y | 0 |
| R•••••• C••••••••• C•••••Certified Financial Planner, Chartered Financial Analyst | Wakefield, Ma | Feb 2, 2010 | 22 y | 0 |
| J•••• M•••••• B••••Certified Financial Planner | Portage, Mi | Feb 2, 2010 | 32 y | 0 |
| T••• L••••• M••••••Certified Financial Planner | Flint, Mi | Feb 4, 2010 | 24 y | 0 |
| J••••••••• A••••• V•••••Certified Financial Planner | Detroit, Mi | Feb 4, 2010 | 20 y | 0 |
| M••• D••••• C•••••••Certified Financial Planner | Auburn Hills, Mi | Feb 4, 2010 | 28 y | 0 |
| J••• M•••••• J••••••Certified Financial Planner | Chicago, Il | Feb 4, 2010 | 25 y | 0 |
| M••• C• D••••Certified Financial Planner | Southfield, Mi | Feb 4, 2010 | 37 y | 0 |
| A•••• L•••• T••••••••Certified Financial Planner | Vestavia Hills, Al | Mar 23, 2010 | 20 y | 1 |
| D•••••• A•••• C••••••Certified Financial Planner | Auburn Hills, Mi | May 21, 2010 | 17 y | 0 |
| W•••••• C••••••••• B•••Certified Financial Planner | Auburn Hills, Mi | Jun 16, 2010 | 19 y | 0 |
| C••••••••• S•••• D•••••••Certified Financial Planner | Ann Arbor, Mi | Jun 16, 2010 | 17 y | 0 |
| A•• C••••••• B•••••••••Certified Financial Planner | Grand Rapids, Mi | Aug 25, 2010 | 18 y | 0 |
| M•••••• N••••• F•••••Certified Financial Planner | Ann Arbor, Mi | Oct 19, 2010 | 16 y | 0 |
| E••• J••••• B•••••Certified Financial Planner | East Lansing, Mi | Jul 13, 2011 | 15 y | 0 |
| J•••• A••••• H••••••••Certified Financial Planner | Grandview Heights, Oh | Nov 5, 2012 | 14 y | 0 |
| R••• L•• F•••••••Certified Financial Planner, Chartered Financial Analyst | Auburn Hills, Mi | Mar 28, 2013 | 16 y | 0 |
| K•••• L••• S••••• | Chicago, Il | Nov 27, 2013 | 26 y | 1 |
| J••• D••••••Certified Financial Planner | Clinton Twp., Mi | Jan 31, 2014 | 13 y | 0 |
| C•••••• J••••• R••••Certified Financial Planner | Clinton Twp, Mi | Apr 7, 2014 | 13 y | 0 |
| A••• P•••••• B•••••••Certified Financial Planner | Chicago, Il | Jul 29, 2014 | 12 y | 0 |
| C••••••••• E••••• B•••••Certified Financial Planner | Detroit, Mi | Dec 1, 2014 | 12 y | 0 |
| S•••• P•••••• R••••Certified Financial Planner | Denver, Co | Dec 2, 2014 | 22 y | 3 |
| B•••• K•••• B•••••Certified Financial Planner | Southfield, Mi | Jan 26, 2016 | 11 y | 0 |
| K•••••• O••••• F•••••••Certified Financial Planner | East Lansing, Mi | Feb 8, 2016 | 11 y | 0 |
| M•••••• J••• C••••••Certified Financial Planner | Ann Arbor, Mi | May 24, 2016 | 11 y | 0 |
| Z•••••• D••• A•••••Certified Financial Planner | Grandview Heights, Oh | Aug 8, 2016 | 11 y | 0 |
| T••••• I•••• N•••••• | Portage, Mi | Sep 30, 2016 | 24 y | 0 |
| R••• C•••••••• L•••••••Certified Financial Planner | Schaumburg, Il | Jan 3, 2017 | 16 y | 1 |
| R••••• J•••• F••••Certified Financial Planner | Southfield, Mi | Mar 2, 2017 | 10 y | 0 |
| A•••••• J••••• E••••••Certified Financial Planner | Clinton Twp., Mi | Mar 4, 2017 | 10 y | 0 |
| A••••• A••••••• Z•••Certified Financial Planner, Chartered Financial Analyst | Southfield, Mi | Apr 24, 2017 | 13 y | 0 |
| M•••••• J•••• M••••••Certified Financial Planner | Grandview Heights, Oh | May 30, 2017 | 10 y | 0 |
Advisor movement
5 left, 0 joined in 12 months
net -5 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 3.8% of current headcount21 left over 36 months
Left, latest
- P••••• M• P•••••••• to S•••• B•••••• M•••••••••Jul 23, 2026 · RIA to RIA
- A••••• S•••• F••••• to K•••••• W••••• A•••••••• L••Jun 1, 2026 · RIA to RIA
- J•••• C•••••••• L••• to C••••••May 12, 2026 · RIA to RIA
- J••• T• S•••••• to M••••• S••••••Dec 16, 2025 · RIA to wirehouse
- P••••• T••••• J••••••• to C••••••Oct 10, 2025 · RIA to RIA
- J•••• N••••••• P•••••• to I•••••• W•••••• L••Jul 10, 2025 · RIA to RIA
- C•••••••• M•••• M•••••• to C•••••••Jul 7, 2025 · Other
- E••• K••••••• F••••• to A•••••• C•••••• M•••••••••Jul 7, 2025 · RIA to RIA
- J•••• R• E••••••• to M••••• S••••••May 22, 2025 · RIA to wirehouse
- A••• B••••••• to R•••••• W•••••Apr 28, 2025 · RIA to RIA
- P••••• N•••••• to C•• W••••• P••••••• L••Apr 10, 2025 · RIA to RIA
- J••••• G••• B••• to H•••••••• A•••••••• L••Feb 26, 2025 · RIA to affiliated broker-dealer or bank
- R••• P•••••• C••••• to D••••••••• P••••••••• I•••Jan 8, 2025 · RIA to RIA
- M•••• A••• B••••••••• to R•••••• W•••••Nov 25, 2024 · RIA to RIA
- D••••• C•••••• M••••••••• to M•••••• W••••• M••••••••• L•Aug 16, 2024 · RIA to RIA
Joined, latest
- C••••••• B•••• M••••••• from P••••• M•••• R••• E••••• I••••••••• A•••••••Sep 26, 2023 · Other
- R••• P•••••• C••••• from T•• M••••• G••••• L••Jan 26, 2023 · RIA to RIA
- A•••• J••••• W•••• from V•••• F•••••••• A•••••••• I•••Apr 8, 2022 · Affiliated broker-dealer or bank to independent RIA
- E•••• P•••••• S•••••• from M••••••••• A•••••••Nov 10, 2021 · Other
- C••••• R••• G•••••• from S••••••••• W•••••Mar 30, 2020 · Other
- K••• D•••••••• from A••••••••• F•••••••• S•••••••• L••Apr 30, 2019 · Affiliated broker-dealer or bank to independent RIA
- S••• N••••• S••••••••• from W••••• F•••••••• A•••••••• L••Jul 7, 2017 · Other
- R••• C•••••••• L••••••• from L••••••• W••••• M••••••••• L••Jan 3, 2017 · Other
- P••• M•••••• B••• from L••••••• W••••• M••••••••• L••Jan 3, 2017 · Other
- S•••• P•••••• R•••• from J••• M••••• S••••••••• L••Dec 2, 2014 · Other
- D•••• G•••• M•••••• from U••••• C•••••• F•••••••• A•••••••Aug 20, 2014 · Other
- R••••• A••••• P•••••• from E••••• J••••May 1, 2014 · Other
- M••• A••••• M••••• from N••••••••• M••••• I••••••••• S•••••••••Feb 27, 2014 · Other
- K•••• L••• S••••• from C•••••• S••••• • C••• I•••Nov 27, 2013 · Other
- L•••• A•• T•••••• from C•••••••• G••••• M•••••• I•••Feb 18, 2011 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• J••••• M•••••• · Chief Investment Officercontrolsince 02/2013 · owns less than 5%
- C•••••••• M•••• D••••• · Directorcontrolsince 07/2024 · owns less than 5%
- D••••• D••••• T•••••• · Chief Compliance Officercontrolsince 04/2019 · owns less than 5%
- D••••• J••••• A•••••••• · Chairman Of The Executive Boardcontrolsince 07/2024 · owns less than 5%
- E•••••• J••••• M••••••• · Directorcontrolsince 07/2025 · owns less than 5%
- L•••••• J•••• J•••• · President Officercontrolsince 07/2011 · owns less than 5%
- P•••••• R•••••• M••••• · Directorcontrolsince 07/2008 · owns less than 5%
- V•••••• B••••••• W•••••• · Directorcontrolsince 07/2017 · owns less than 5%
- W••••••••• B••••• D••••• · Directorcontrolsince 07/2025 · owns less than 5%
Entity owners
- P•• H•••••• G••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- P• • M• C•••••••• F••••••• L••broker-dealern
- P••••• • M••••• P•••insurancen
- P••••• M•••• I•••••••• A••••• S•••••••• L••broker-dealerreal estaten
- P••••• M•••• R••• E••••• I••••••••• A•••••••investment advisernRAUM $243M
- P••••• M•••• T••••custodiann
Advisers that list P••••• M•••• F•••••••• A••••••• as a related person
- 323718 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Southfield, Mi · principal | 27 | 2 | 0 | ||
| Chicago, Il | 15 | 1 | 1 | ||
| Ann Arbor, Mi | 13 | 2 | 0 | ||
| Auburn Hills, Mi | 11 | 2 | 0 | ||
| East Lansing, Mi | 10 | 1 | 0 | ||
| Denver, Co | 10 | 1 | 0 | ||
| Grand Rapids, Mi | 10 | 1 | 1 | ||
| Portage, Mi | 9 | 1 | 1 | ||
| Detroit, Mi | 8 | 2 | 1 | ||
| Grandview Heights, Oh | 8 | 2 | 0 | ||
| Clinton Twp, Mi | 4 | 1 | 0 | ||
| Flint, Mi | 2 | 0 | 0 | ||
| Schaumburg, Il | 2 | 0 | 0 | ||
| Columbus, Oh | 0 | 0 | 1 | ||
| Traverse City, Mi | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL15 employees
- Auburn Hills, MI13 employees
- Ann Arbor, MI12 employees
- East Lansing, MI11 employees
- Detroit, MI10 employees
- Grand Rapids, MI10 employees
- Portage, MI10 employees
- Denver, CO9 employees
- Columbus, OH7 employees
- Clinton Twp., MI3 employees
- Flint, MI1 employees
- Schaumburg, IL1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 29, 2026E•••••• J••••• M••••••• (DIRECTOR) appeared on Schedule A between the filings of 2024-08-14 and 2026-07-29peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Jul 29, 2026W••••••••• B••••• D••••• (DIRECTOR) appeared on Schedule A between the filings of 2024-08-14 and 2026-07-29peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Jul 29, 2026P•••••• R•••••• M••••• (DIRECTOR) left Schedule A between the filings of 2024-08-14 and 2026-07-29peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Jul 29, 2026B••••• J••••• M•••••• (CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2024-08-14 and 2026-07-29peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Jul 29, 2026V•••••• B••••••• W•••••• (DIRECTOR) left Schedule A between the filings of 2024-08-14 and 2026-07-29peers: independent wealth managers, $20B and over (84)
What changed
consecutive filings, newest first
- Other offices · 12 to 13Jun 17, 2026 to Jul 29, 2026
- Accounts · 18,119 to 18,766Nov 10, 2025 to Mar 30, 2026
- Advisory employees · 138 to 146Nov 10, 2025 to Mar 30, 2026
- Corporate clients · 6 to 5Nov 10, 2025 to Mar 30, 2026
- HNW clients · 3,205 to 3,355Nov 10, 2025 to Mar 30, 2026
- Individual clients · 588 to 539Nov 10, 2025 to Mar 30, 2026
- Employees · 140 to 148Nov 10, 2025 to Mar 30, 2026
- State-registered IARs · 126 to 128Nov 10, 2025 to Mar 30, 2026
- Discretionary RAUM · $9.7B to $10BNov 10, 2025 to Mar 30, 2026
- HNW RAUM · $23B to $25BNov 10, 2025 to Mar 30, 2026
- Individual RAUM · $370M to $355MNov 10, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $13B to $15BNov 10, 2025 to Mar 30, 2026
- RAUM · $23B to $25BNov 10, 2025 to Mar 30, 2026
- Accounts · 17,525 to 18,119Jul 22, 2025 to Nov 10, 2025
- Advisory employees · 144 to 138Jul 22, 2025 to Nov 10, 2025
- Charity clients · 6 to 7Jul 22, 2025 to Nov 10, 2025
- HNW clients · 3,147 to 3,205Jul 22, 2025 to Nov 10, 2025
- Individual clients · 558 to 588Jul 22, 2025 to Nov 10, 2025
- Assets in custody · $245M to $0Jul 22, 2025 to Nov 10, 2025
- Employees · 146 to 140Jul 22, 2025 to Nov 10, 2025
- State-registered IARs · 122 to 126Jul 22, 2025 to Nov 10, 2025
- Discretionary RAUM · $9.3B to $9.7BJul 22, 2025 to Nov 10, 2025
- HNW RAUM · $21B to $23BJul 22, 2025 to Nov 10, 2025
- Individual RAUM · $370M to $370MJul 22, 2025 to Nov 10, 2025
- Non-discretionary RAUM · $12B to $13BJul 22, 2025 to Nov 10, 2025
- RAUM · $22B to $23BJul 22, 2025 to Nov 10, 2025
- Financial planning clients · More than 500 to More than 500Mar 28, 2025 to Jul 22, 2025
- Accounts · 17,010 to 17,525Sep 26, 2024 to Mar 28, 2025
- Advisory employees · 132 to 144Sep 26, 2024 to Mar 28, 2025
- HNW clients · 3,070 to 3,147Sep 26, 2024 to Mar 28, 2025
- Individual clients · 546 to 558Sep 26, 2024 to Mar 28, 2025
- Assets in custody · $843M to $245MSep 26, 2024 to Mar 28, 2025
- Employees · 134 to 146Sep 26, 2024 to Mar 28, 2025
- State-registered IARs · 120 to 122Sep 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $9.1B to $9.3BSep 26, 2024 to Mar 28, 2025
- HNW RAUM · $20B to $21BSep 26, 2024 to Mar 28, 2025
- Individual RAUM · $329M to $370MSep 26, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $11B to $12BSep 26, 2024 to Mar 28, 2025
- RAUM · $21B to $22BSep 26, 2024 to Mar 28, 2025
- Accounts · 16,708 to 17,010Aug 14, 2024 to Sep 26, 2024
Signals
43 dated events
- P••••• M• P•••••••• left P••••• M•••• F•••••••• A••••••• for S•••• B•••••• M••••••••• (registered 2026-08-27)Jul 23, 2026 · Advisor changed firm · fact
- A••••• S•••• F••••• left P••••• M•••• F•••••••• A••••••• for K•••••• W••••• A•••••••• L•• (registered 2026-07-10)Jun 1, 2026 · Advisor changed firm · fact
- J•••• C•••••••• L••• left P••••• M•••• F•••••••• A••••••• for Corient (registered 2026-06-02)May 12, 2026 · Advisor changed firm · fact
- J••• T• S•••••• left P••••• M•••• F•••••••• A••••••• for M••••• S•••••• (registered 2026-02-04)Dec 16, 2025 · Advisor changed firm · fact
- P••••• T••••• J••••••• left P••••• M•••• F•••••••• A••••••• for Corient (registered 2026-01-07)Oct 10, 2025 · Advisor changed firm · fact
- J•••• N••••••• P•••••• left P••••• M•••• F•••••••• A••••••• for I•••••• W•••••• L•• (registered 2025-09-03)Jul 10, 2025 · Advisor changed firm · fact
- E••• K••••••• F••••• left P••••• M•••• F•••••••• A••••••• for A•••••• C•••••• M••••••••• (registered 2025-08-05)Jul 7, 2025 · Advisor changed firm · fact
- C•••••••• M•••• M•••••• left P••••• M•••• F•••••••• A••••••• for Captrust (registered 2025-08-14)Jul 7, 2025 · Advisor changed firm · fact
- J•••• R• E••••••• left P••••• M•••• F•••••••• A••••••• for M••••• S•••••• (registered 2025-06-18)May 22, 2025 · Advisor changed firm · fact
- A••• B••••••• left P••••• M•••• F•••••••• A••••••• for R•••••• W••••• (registered 2025-05-07)Apr 28, 2025 · Advisor changed firm · fact
- P••••• N•••••• left P••••• M•••• F•••••••• A••••••• for C•• W••••• P••••••• L•• (registered 2025-06-02)Apr 10, 2025 · Advisor changed firm · fact
- J••••• G••• B••• left P••••• M•••• F•••••••• A••••••• for H•••••••• A•••••••• L•• (registered 2025-04-29)Feb 26, 2025 · Advisor changed firm · fact
- R••• P•••••• C••••• left P••••• M•••• F•••••••• A••••••• for D••••••••• P••••••••• I••• (registered 2025-06-10)Jan 8, 2025 · Advisor changed firm · fact
- M•••• A••• B••••••••• left P••••• M•••• F•••••••• A••••••• for R•••••• W••••• (registered 2025-01-30)Nov 25, 2024 · Advisor changed firm · fact
- D••••• C•••••• M••••••••• left P••••• M•••• F•••••••• A••••••• for M•••••• W••••• M••••••••• L• (registered 2024-09-16)Aug 16, 2024 · Advisor changed firm · fact
- D••••• Mark Corombos (Director) appeared on Schedule A of P••••• M•••• F•••••••• A•••••••Aug 14, 2024 · Control person joined · fact
- A•••••••• J•••• D•••• (Chairman Of The Executive Board) appeared on Schedule A of P••••• M•••• F•••••••• A•••••••Jul 29, 2024 · Control person joined · fact
- E••••• J•••• Proppe (Chairman Of The Executive Board) no longer on Schedule A of P••••• M•••• F•••••••• A••••••• (listed 2024-03-28, absent 2024-07-29)Jul 29, 2024 · Control person left · inference
- C•••• L••••• left P••••• M•••• F•••••••• A••••••• for R•••••• W••••• (registered 2024-07-24)Jun 21, 2024 · Advisor changed firm · fact
- A•••• J••••• W•••• left P••••• M•••• F•••••••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2025-05-23)Jun 4, 2024 · Advisor changed firm · fact
- C••••• R••• G•••••• left P••••• M•••• F•••••••• A••••••• for C• A••••••• S••••••• (registered 2024-06-06)Feb 27, 2024 · Advisor changed firm · fact
- W•••••• L•••• L•••• left P••••• M•••• F•••••••• A••••••• for R•••••• W••••• (registered 2024-04-02)Feb 19, 2024 · Advisor changed firm · fact
- B••••• A••••• D•••••• left P••••• M•••• F•••••••• A••••••• for G••••••• A••••••• L•• (registered 2024-03-22)Feb 12, 2024 · Advisor changed firm · fact
- J•••• M•••••• M•••••• left P••••• M•••• F•••••••• A••••••• for I••• A•••••••• L•• (registered 2024-02-20)Feb 12, 2024 · Advisor changed firm · fact
- M••••• M•••••• G•••• left P••••• M•••• F•••••••• A••••••• for M•••••• F•••••••• S•••••••• L•• (registered 2025-01-01)Sep 6, 2023 · Advisor changed firm · fact
- E•••• A•• A••••••••• left P••••• M•••• F•••••••• A••••••• for T•• F••••• O••••• P••••••• (registered 2023-10-31)Sep 5, 2023 · Advisor changed firm · fact
- J••••• D••••• L••••••• left P••••• M•••• F•••••••• A••••••• for B•••• W••••• M••••••••• L•• (registered 2023-09-13)Jul 10, 2023 · Advisor changed firm · fact
- M•• W•••••••• left P••••• M•••• F•••••••• A••••••• for R•••••• W••••• (registered 2023-05-11)Apr 21, 2023 · Advisor changed firm · fact
- P••• M•••••• B••• left P••••• M•••• F•••••••• A••••••• for S••••• W••••• M••••••••• (registered 2023-04-06)Mar 15, 2023 · Advisor changed firm · fact
- W•••• S•••• left P••••• M•••• F•••••••• A••••••• for C• A••••••• S••••••• (registered 2023-04-03)Jan 23, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- P••••• M•••• F•••••••• A••••••• · Family Officesshared crd · office
- P••••• M•••• F•••••••• A••••••• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/plante-moran-wealth-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- WEALTH.P•••••M••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 248-352-2500reportedpublic record, Form ADV, Jul 29, 2026
- Contact form
- plantemoran.com/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $192Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026