We’re proud to share that Plancorp has once again earned a spot on Barron’s prestigious list of Top 100 Registered Investment Advisor (RIA) Firms for 2025.
Being recognized among the nation’s leading advisory firms is a meaningful honor—and a reflection of the trust our clients place in us and the dedication our team brings to every relationship.
Barron’s annual rankings serve as both a benchmark for excellence in the industry and a valuable resource for individuals seeking a firm that aligns with their financial goals and values.
The selection process is rigorous. Firms must first meet eligibility criteria and then complete comprehensive surveys detailing their operations. Barron’s evaluates firms across key dimensions including assets under management, revenue, and quality of practice.
Additional factors such as growth trajectory, technology investment, and succession planning are also considered.
Appearing on this list is more than a recognition. It’s a testament to our 40+ year commitment to fiduciary integrity and the personalized experience we strive to deliver to every client.
We’re deeply grateful to our clients for their continued confidence and to our team for the passion and professionalism that make honors like this possible.
To explore the full rankings, visit Barron’s 2025 Top 100 RIA Firms list.
