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 $286,712 to $1.1 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 | John and Carol Walter Family Foundation | 501(c)(3) | Naples, FL |
| 2 | The Shepherds Hand | 501(c)(3) | Lakeland, FL |
| 3 | Talbert and Leota Abrams Foundation | 501(c)(3) | Troy, MI |
Competitors to Plante Moran Financial Advisors in the nonprofit sector include State Street Bank and Trust, CBIZ Financial Solutions Inc, Well and Good LLC, Alight Solutions LLC, Sei Investments, Income Research and Management, Aon Hewitt, Fiduciary Investment Advisors, Segall Bryant and Hamill, and Prudential Retirement Insurance and.
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