News Room: Plancorp Named to Worth’s Top RIA Firms for 2026

 Kristen Moser By: Kristen Moser

Plancorp recognized as part of Worth's 2026 Leading Advisors program

We’re proud to share that Plancorp has been named to Worth’s Top RIA Firms for 2026, recognizing the firm among leading registered investment advisors serving high-net-worth clients across the country.

Worth’s Leading Advisors program evaluates registered investment advisory firms using criteria that include assets under management, client composition and independence from broker-dealers. Firms included on the list must manage more than $500 million in assets, have a predominantly high-net-worth client base, and operate independently from broker-dealers.

“We’re grateful to be recognized by Worth alongside other leading firms in our industry,” said Derek Hartley, Plancorp's Chief Growth Officer. “As Plancorp continues to grow, our focus remains on building the people, capabilities, and resources that allow us to deliver an exceptional experience for our clients. Recognition like this is a reflection of the work our team puts into that every day.”

Plancorp provides comprehensive financial planning and wealth management services to individuals and families nationwide. As the firm continues to grow, we remain focused on combining personalized advice with the resources and expertise of a broader team.

We’re honored to be included among Worth’s Top RIA Firms for 2026 and grateful to our clients and team members who continue to place their trust in Plancorp.

Worth’s 2026 Top RIA Firms list was published in 2026 as part of its Leading Advisors program. Plancorp did not pay compensation to Worth to be selected for or included on the list. Plancorp paid or may pay licensing or promotional fees to use or publicize the recognition. The recognition is not indicative of future investment performance and should not be construed as an endorsement of Plancorp by the SEC. 

Kristen joined the Plancorp team in September 2023 as a Digital Marketing Specialist. She brings more than 14 years of diverse digital marketing experience to the team, including agency work, live event marketing, and eCommerce marketing. She is responsible for leading Plancorp’s digital marketing efforts, including our website, blog, email marketing, and more. More »

Disclosure

For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.

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