Awards & Recognition | Plancorp Financial Services

Plancorp Named to Forbes/RIA Channel’s “2016 Top 100 RIA Firms, 2006 – 2016”

Written by Plancorp Team | Dec 9, 2016 3:33:47 PM

Plancorp was recently named as one of the Forbes/RIA Channel’s 2016 Top 100 RIA Firms, ranked by Growth in Assets – 2006 to 2016. Forbes contributor and founder of RIA Database, Julie Cooling, who announced the rankings, said a majority of the firms accrued more than $1 billion in assets.

We are honored to be named and view this as a recognition of our steadfast client commitment and ability to sustain long-term growth. We look forward to continuing this growth in the future.

Please note: To be considered for this ranking, a firm must be an SEC-registered investment advisor, provide wealth management services and focus primarily on serving individual clients. Firms managing large funds, hedge funds, broker-dealers or having disciplinary disclosures were excluded. Click here for more information on the selection process and a complete list of firm rankings.