CRD: 112158
Plante Moran Financial Advisors
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-03-1993
- Office Locations
- 20
Office Locations
About Plante Moran Financial Advisors
Plante Moran Wealth Management delivers goals-based investment advisory and financial planning, integrating tax, retirement, insurance, trust, and estate planning for individuals and families, including wealth creators and inheritors. The practice also supports business transition planning, family office needs, and family legacy education/governance and philanthropic advisory. Operates in retail and institutional channels and commonly custodies with Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JAMES MATTHEW BAIRD
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #5041143
- Ownership
- Less than 5%
MARK DANIEL COROMBOS
DIRECTOR, Partner
- CRD
- #4607547
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Zachary Dane Auxter
--
- CRD
- #6670885
Bryan Keith Baines Jr.
Manager
- CRD
- #6588736
Showing 2 of 132 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,100,922,141 | $854,924 |
| Non-Discretionary | $15,016,974,967 | $2,160,405 |
| Total | $25,117,897,108 | $1,338,479 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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