Plante Moran Financial Advisors is a firm that provides financial advisor, consulting services, and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Florida and Michigan (although they are present in other states as well).
Most Plante Moran Financial Advisors clients are grantmaking foundations with revenues ranging from $1.3 million to $3.0 million.
Previous legal names, trade names, or just variations of their name include: Plante and Moran Financial Advisors; Plante Moran Financial Advisors LLC; and Plante Moran Financial Advisors LL.
| Name | Type | Location | |
|---|---|---|---|
| 1 | The Shepherds Hand | 501(c)(3) | Lakeland, FL |
| 2 | John and Carol Walter Family Foundation | 501(c)(3) | Naples, FL |
| 3 | Talbert and Leota Abrams Foundation | 501(c)(3) | Troy, MI |
Competitors to Plante Moran Financial Advisors in the nonprofit sector include Fiduciary Investment Advisors, Segall Bryant and Hamill, Bank Of New York Mellon, Aon Hewitt, Income Research and Management, Sei Investments, CBIZ Financial Solutions Inc, Well and Good LLC, Alight Solutions LLC, and State Street Bank and Trust.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.