Firm ranked No. 84 nationally after achieving 15% year-over-year asset growth
We are honored to announce that Plancorp has once again been named to Financial Advisor Magazine's 2026 RIA Ranking, earning the No. 84 spot among the nation's largest independent registered investment advisory firms based on final 2025 numbers.
For us, this continued recognition is about more than growth. We believe it reflects the trust our clients place in us and the value of a planning-first approach that helps people navigate increasingly complex financial decisions.
"Growth is meaningful when it's driven by trust," said Derek Hartley, Plancorp's Chief Growth Officer. "We're honored to be recognized by Financial Advisor for keeping up in an evolving industry, but what matters most is the impact we can have on clients' helping them move through life with clarity and a true partner on their side. It’s a level of service that gives our clients the confidence they can introduce us to their friends and loved ones."
The annual ranking highlights some of the nation's largest independent advisory firms based on assets under management.
As reported by Financial Advisor magazine, our year-end assets under management reached $8.4 billion in 2025, representing more than 15% growth year over year. Since then, we've continued to build on that momentum, and today we are proud to manage over $10.2 billion in client assets.
As the wealth management industry continues to evolve, our focus remains unchanged: helping clients make smarter financial decisions through integrated planning, evidence-based investing, and personalized advice.
By bringing together specialists across financial planning, tax strategy, investments, and client service, we strive to simplify complexity and provide clarity around our clients' most important financial decisions.
While we're proud of this recognition, we're even more excited about what's ahead. We remain committed to investing in our people, expanding our capabilities, and delivering the thoughtful guidance our clients need to make confident financial decisions for years to come.
Financial Advisor Magazine's 2026 RIA Ranking was published in 2026 and is based primarily on assets under management reported by participating independent registered investment advisers as of year-end 2025. Plancorp was ranked No. 84 nationally. No compensation was paid to obtain the ranking; however, firms may incur licensing or promotional costs associated with publicizing rankings. Rankings are not indicative of future performance or client experience.