Plancorp recognized among the 150 firms included in Financial Planning’s 2026 ranking of U.S.-based fee-only RIAs
We’re proud to share that Plancorp has ranked No. 32 on Financial Planning’s 2026 RIA Leaders list, recognizing the firm among the 150 largest U.S.-based fee-only registered investment advisors providing financial planning services.
Financial Planning’s data partner, FINTRX, produced the ranking using SEC Form ADV filings. Firms were evaluated using criteria designed by Financial Planning, including operating without registered broker-dealer representatives, serving a client base of at least 50% individuals or high-net-worth individuals, providing financial planning services, and not accepting commissions.
“It's an honor to be named to the list of RIA's leading the industry by Financial Planning. Moving up a list is gratifying, but what matters more is the type of firm we're building,” said Derek Hartley, Plancorp’s Chief Growth Officer. “It's great when industry rankings are based on metrics like assets as well as the commitment to remaining fee-only and serving complex clients well. Our responsibility is to make sure the clients we serve see the benefit of the growth that lands us on lists like this for years to come."
Plancorp provides comprehensive financial planning and wealth management services to individuals and families nationwide. We’re honored to be recognized by Financial Planning and remain focused on helping clients navigate their financial lives with clarity and confidence.
View Financial Planning’s full 2026 RIA Leaders ranking.
Financial Planning’s 2026 RIA Leaders ranking was produced by FINTRX using SEC Form ADV filings as of Aug. 28, 2026, and criteria designed by Financial Planning. Plancorp did not pay Financial Planning or FINTRX for inclusion in or placement on the ranking. Plancorp paid or may pay licensing or promotional fees to use or publicize the recognition. Rankings and recognitions are not indicative of future investment performance and should not be construed as an endorsement of Plancorp by the SEC.
