We're thrilled to announce that Plancorp Wealth Management was named to CNBC's "FA 100" list, an annual ranking of top firms across the nation curated to help individuals and families cut through the noise to find great firms able to help navigate their financial lives.
According to the Securities and Exchange Commission (SEC), there are nearly 16,000 active Registered Investment Advisors in the United states as of the end of last year. As that number continues to grow and the firms themselves grow and consolidate, being considered in the very top of those in this line of work is truly an honor.
Although how the firms are determined isn't fully public, CNBC shares that factors such as regulatory and compliance record, number of years in business, client to advisor ratios, and number of states served all contribute to their ultimate breakdown.
"Although this industry continues to evolve with the times and technology, what remains true is our commitment to clients," said Chris Kerckhoff, Plancorp President & CEO. "I think that's why we stand out. People can toss around the term fiduciary, but I see our team go out of their way to deeply connect with our clients and deliver exceptional service every day. It's what's helped us grow organically over the last 42 years, and will continue to be a core focus for decades to come."
Congratulations to the entire Plancorp team for their contributions in this achievement and thank you to our incredible clients for their continued trust in navigating life with a financial advocate by their side.
To explore the full rankings and considerations, visit the CNBC page here.
Curious about becoming a client? Get started with a private strategy session you can book here.
Want to join the team? Check out our open positions!
The CNBC FA 100 rating was issued 10/1/2021 for the 2025 rating period. No compensation was provided for inclusion on the FA100 list. CNBC logo usage rights obtained in connection with using the third-party rating. For a full description of the methodology, see here.
