# PLANTE MORAN FINANCIAL ADVISORS, LLC

PLANTE MORAN FINANCIAL ADVISORS, LLC of SOUTHFIELD, MI is an SEC-registered investment adviser.

## Registration

- CRD: 112158
- Type: SEC-registered investment adviser
- SEC file number: 801-44058
- Location: 3000 TOWN CENTER, SUITE 100, SOUTHFIELD, MI, 48075
- Phone: 248-352-2500
- Latest filing: 2026-07-29
- Regulatory AUM: $25.1B
- Discretionary AUM: $10.1B
- Non-discretionary AUM: $15.0B
- Clients: 148
- Accounts: 18,766

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| Matthew Randall Louis | DIRECTOR OF GENERAL PARTNER; DIRECTOR OF GENERAL PARTNERSHIP | — |
| John James Lesser | PRESIDENT | — |
| James Matthew Baird | CHIEF INVESTMENT OFFICER | — |
| David Timothy Doyle | CHIEF COMPLIANCE OFFICER | — |
| Jason Alexander Drake | CHAIRMAN OF THE EXECUTIVE BOARD | — |
| Mark Daniel Corombos | DIRECTOR | — |
| Brian Daniel Wiedenhoeft | DIRECTOR | — |
| Jaime Michelle Eckels | DIRECTOR | — |
| Robert Murray Palmer | DIRECTOR | — |
| Bradley William Virkus | DIRECTOR | — |
| MURPHY MARGARET ANN | DIRECTOR OF GENERAL PARTNER | — |
| PROKOP ROLAND PETER | DIRECTOR OF GENERAL PARTNER; DIRECTOR OF GENERAL PARTNERSHIP | — |
| MURPHY LESLIE | SHAREHOLDER OF GENERAL PARTNER | — |
| HERMANN WILLIAM MICHAEL | DIRECTOR OF GENERAL PARTNERSHIP; SHAREHOLDER OF GENERAL PARTNER | — |
| PALMER ROBERT MURRAY | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; DIRECTOR (+3 more) | — |
| DAWE DANA RICHARDSON | CHIEF COMPLIANCE OFFICER | — |
| DOYLE DAVID TIMOTHY | CHIEF COMPLIANCE OFFICER | — |
| SWARZ PATRICK JAMES | CHIEF COMPLIANCE OFFICER | — |
| PROPPE JAMES | CHAIRMAN OF EXECUTIVE BOARD; CHAIRMAN OF THE EXECUTIVE BOARD; DIRECTOR OF GENERAL PARTNER (+1 more) | — |
| KRATER GORDON | CHAIRMAN OF EXECUTIVE BOARD; DIRECTOR | — |
| DIXON MARK C | CHIEF INVESTMENT OFFICER | — |
| AUDIA FRANK WILLIAM | DIRECTOR | — |
| LESSER JOHN JAMES | PRESIDENT | — |
| ALBIN ARTHUR EUGENE | CHIEF OPERATING OFFICER | — |
| BAIRD TY MATTHEW | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112158/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112158/similar
- Related entities: https://search.stillhousedata.com/firm/112158/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112158

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.