Awards & Recognition

At Plancorp, we focus on our clients’ interest first, and that approach has gained us numerous awards and recognition.

Year after year, Plancorp consistently receives local and national awards and recognition. We view this as a reflection of our work and commitment to provide the highest level of client service. These underscore our position as a nationally-acclaimed firm, as defined by the industry, the media and our contemporaries.

Some awards have been given to our firm, some have been awarded to individual wealth managers and investment advisors on our team. All of them relfect Plancorp’s allegiance to our clients and our desire to offer strong financial recommendations based on evidence-based, Nobel-prize winning research.

2017 Awards

Financial Planning List of Top 150 RIA Leaders

Financial Planning List of Top 150 RIA Leaders

Plancorp was named No. 28 on this list of independent, fee-only planning firms…read more

St. Louis Small Business Monthly

St. Louis Small Business Monthly

Plancorp’s Larry Guess named a “Top 100 St. Louisan to Know to Succeed in Business”…read more

Financial Times Top Registered Investment Advisor For 2017

Financial Times Top Registered Investment Advisor

Plancorp was named one of the top 300…read more

2016 Awards

CEFEX Fiduciary Certification

CEFEX Fiduciary Certification

2017 marks Plancorp’s 10th year of certification…read more

Five Star Wealth Managers

Five Star Wealth Managers

Sixteen of Plancorp’s wealth managers were named to this list…read more

Financial Planning List of Top 150 RIA Leaders

Financial Planning List of Top 150 RIA Leaders

Plancorp was named No. 35 on this list of independent, fee-only planning firms…read more

Forbes/RIA Channel's "Top 100 RIA Firms, 2006-2016"

Forbes/RIA Channel's "Top 100 RIA Firms, 2006-2016"

Plancorp was named No. 27 on this list. View Peter Lazaroff’s video commentary…read more

St. Louis Small Business Monthly

St. Louis Small Business Monthly

Plancorp’s Susan Conrad named a “Top 100 St. Louisan to Know”…read more

WealthManagement.com Top 100 RIAs

WealthManagement.com Top 100 RIAs

Plancorp was named No. 99…read more

Please note:
Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition. We encourage you to contact the sponsoring publications or organizations if you would like additional information regarding their processes or methodologies.