For 40 years we have remained dedicated to growing the right way, driven to continue excellent client service and provide compelling career opportunities to our team. It's always rewarding to see this hard work pay off by being included on Top Advisor Lists from great publications like Financial Advisor Magazine, where Plancorp is 87th on the list.
The last few years has been a popular time for mergers within the financial advisory space. Covid drove both lifestyle changes and market instability that impacted many firms. More recently, rising interest rates have changed the equation for the firms fueled by private equity. When we look at the consolidation around us, it makes remaining a Top Advisor in rankings based on firm size and assets under management all the more impressive.
We'd like to take this opportunity to thank both our incredible clients and our hard working team for making this possible. For the methodology and to view the full list and ranking details, visit the FA Magazine website.
