CRD: 112158
Plante Moran Financial Advisors
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-03-1993
- Office Locations
- 22
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.
Reported data analysis
What the numbers show
Between November 10, 2025 and June 17, 2026, reported AUM increased 8.5%, from $23.2B to $25.1B.
Across 5 reported observations, AUM increased 53.7% between September 27, 2022 and June 17, 2026, from $16.3B to $25.1B.
Of the latest reported AUM, 40.2% is discretionary and 59.8% is non-discretionary.
The firm reports 146 advisory representatives and 3,921 clients, or 26.9 clients per representative. That equates to $6.4M in reported AUM per client.
The profile lists 22 reported office locations and 33 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Plante Moran Financial Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Plante Moran Financial Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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