Plancorp is proud to announce our inclusion in the prestigious InvestmentNews list of Top Independent High-Net-Worth Advisors for 2025.
You can view the full list here.
There are over 15,000 registered investment advisors in the United States alone, which can make standing out difficult. From the early days we knew two things: we wanted to give truly independent advice and we wouldn’t shy away from complex situations.
That has served us well as we’ve cultivated a client base that knows they can trust our credentialed team with some of their biggest decisions.
That background makes this recognition even more of an honor, as it highlights our commitment to providing exceptional fiduciary service and unparalleled support to our clients as they achieve their financial goals.
InvestmentNews' annual special report, now in its second edition, spotlights the most exceptional independent firms that have distinguished themselves through excellent service to their high-net-worth clients.
The selection process is entirely merit-based, relying on objective, independent data such as SEC filings, assets under management (AUM), independent ownership, registration status, and client base.
We are grateful to the team at InvestmentNews for recognizing our team’s dedication and hard work to providing an excellent client experience for high-net-worth individuals and families across the country.