We are very proud to announce two major awards for the Plancorp team.
Barron's Top 100 RIA Firms
Ranking among the Top 100 RIA Firms in the nation is quite the achievement. With over 14,000 registered investment advising firms in the nation, ranking in the top 100 is something we are very proud of. Barron's ranks based on assets under management, technology, diversity, succession planning and other factors and say the list is meant to be "a starting point for clients looking for an advisor, a first-pass vetting that can help narrow the search."
The award was announced in September 2022 and more can be found here.
Financial Planning Leading RIA
Being an RIA Leader according to Financial Planning is an honor we don't take lightly. The publication is a resource to all in the Wealth Management industry, assisting advisors and firms with best practices to move the industry forward and better serve clients. Honored to rank in their list of the Top 50 largest fee-only RIA's in the nation powered by data from RIA in a Box. The full ranking can be found here.
"We are honored to receive these recognitions, which serve as a testament to the excellence of our team and their dedication to providing unparalleled service and advice to our clients." Plancorp CEO, Chris Kerckhoff.
Here at Plancorp we measure our success by happy clients and a team of professionals excited to come into work every day to deliver results. That said, on occasion we must take a moment to celebrate these victories and would like to thank our clients for their business, referrals, and trust over the years that has allowed us to garner awards like these.
With nearly 40 years in the business, we look forward to the opportunity to continue to serve generations of clients.