Year after year, Plancorp consistently receives local and national awards and recognition. We view this as a reflection of our work and commitment to provide the highest level of client service. These underscore our position as a nationally-acclaimed firm, as defined by the industry, the media and our contemporaries.
Some awards have been given to our firm and some have been awarded to individual wealth managers and investment advisors on our team. All of them reflect Plancorp’s allegiance to our clients and our desire to offer strong financial recommendations based on evidence-based, Nobel-prize winning research.
Plancorp named No. 27 on Forbes/RIA Channel’s list of “100 Fastest-Growing RIA Firms Over 10 Years.”
Plancorp named to the “FT 300: Top Wealth Advisors” list two years in a row.
Plancorp named to the “Top 100 RIAs” list two years in a row
Plancorp was named No. 28 on the “Top 150 RIsA” list of independent, fee-only planning firms.
Plancorp recognized on “Top 100 RIAs” list.
Plancorp named to “Top Wealth Managers in St. Louis” list three years in a row.
Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition. The links above contain additional information regarding the respective sponsoring publications’ and organizations’ processes and methodologies. We encourage you to contact the sponsoring publications and organizations directly if you would like more information.
AdvisoryHQ developed a “Top-Down Advisor Selection Methodology” based on a variety of filters, including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Plancorp did not pay a fee to participate in this rating, nor did we solicit it. Our understanding is that it was neither based on investment performance nor testimonials from clients or business partners. Additional information about award selection provided to us by AdvisoryHQ can be found here: https://www.advisoryhq.com/articles/frequently-asked-questions/#SEC-Award-Criteria-Disclosure
100 Fastest Growing RIA Firms Over Ten Years: To be considered for our ranking, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual clients as a primary focus. Broker/dealers, hedge funds, those managing large funds and firms with disciplinary disclosures were excluded. As the RIA market changes and grows, RIA Channel continues to adapt its criteria to the current environment.