Plancorp is thrilled to announce that we have been included in the esteemed RIA Edge 100 list for 2025, presented by WealthManagement.com.
You can view the full list here.
This accolade highlights our firm’s exponential growth and steadfast commitment to delivering exceptional financial planning services to high-net-worth clients.
The RIA Edge 100 list, developed by WealthManagement.com's WMIQ research team in partnership with ISS MI, identifies firms that demonstrate impressive growth rates, excellent employee-to-client ratios, and a high percentage of CFP certifications.
The selection process is based on objective metrics such as AUM growth over five years, the ratio of employees to clients, AUM per advisor, and the percentage of employees with the CFP® certification.
We are honored to be recognized for our ongoing efforts to innovate and excel in the field of wealth management. We remain committed to empowering high-net-worth individuals, families, and business owners with the knowledge and resources they need to achieve their financial goals, while maintaining the fiduciary standard for which we have been known for more than 40 years.
For a full explanation of the ranking system used for RIA Edge 100, visit this link.
