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Recently, we crossed $10 billion in assets under management. It’s a milestone we’re proud of, but not for the reason most might assume.
This isn’t a story about dollars. It’s a reflection of something built over 43 years: trust, consistency, and a shared belief in doing this work the right way. From the beginning, Plancorp was designed around independent advice and a fiduciary standard that puts clients first. Long before those ideas became more widely adopted across the industry, that was the foundation.
That foundation hasn’t changed. If anything, it’s only become more important as the industry has evolved.
What This Really Represents
Crossing this threshold is less about growth for its own sake and more about the environment we’ve been building—one that allows great advisors to do their best work.
We’ve made deliberate investments in our team, our technology, and the way we deliver advice. Not to scale a product, but to elevate the experience. When clients work with us, they’re not working with an individual—they’re benefiting from the collective perspective of a collaborative team.
That approach has helped us create something we believe is increasingly rare: a firm where independence is preserved, advice is thoughtful, and the focus remains on helping people align their wealth with what truly matters to them.
And along the way, it’s also attracted incredible talent—advisors looking for a place where they can grow, contribute, and serve clients at a higher level.
Looking Forward
Growth has naturally followed, including with the addition of the team in Fresno, which helped push us past this mark. But like everything else, that growth has been intentional. We’re not chasing scale—we’re focused on building something durable.
To mark the moment, we've made a contribution to the CFP Board to support the next generation of financial professionals in their studies and certification. We believe strongly in the future of this profession and the impact it can have on individuals and families. Investing in that future felt like the right way to recognize this milestone.
At the end of the day, what matters most is staying true to what got us here: always putting the client first, remaining independent, continuing to invest in our people.
The $10 billion milestone is meaningful, but the work ahead is what we’re most excited about.
Disclaimer: Assets Under Management totaling $10.15 billion as of April 30, 2026. Plancorp's contribution to the CFP Board does not constitute an endorsement and is not tied to any client relationship.
