Plancorp Continues to Earn Industry Awards
The year 2020 will likely go down as one of the most challenging and unusual years in modern history. The COVID-19 pandemic has impacted individuals, businesses and markets in one way or another — making the work we do for our clients more important than ever. At Plancorp, your peace of mind is our goal. And while we have yet to meet a financial problem we couldn’t solve, this year has posed new challenges. Perhaps that’s one reason why the growing industry recognition means so much to our team. It re-enforces why we are in this business and the important work we do to organize our client’s financial lives so they can continue living their best lives.
On behalf of the entire Plancorp team, we are honored to have received the following awards in 2020:
300 Top Registered Investment Advisors 2020
About Financial Times
The Financial Times is one of the world’s leading news organisations, recognized internationally for its authority, integrity and accuracy. It provides a broad range of information, news and services for the global business community.
About Financial Times Top Financial Advisers Award
This seventh edition of the FT 300 assesses registered investment advisers based on defined investor traits. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.
Top 100 Wealth Manager Ranking 2020
About RIA Channel
RIA Channel provides advisors and financial professionals with investment content, thought leadership and market commentary.
About Wealth Manager Ranking
RIA Channel ranked the Top 100 RIA firms of 2020 based on a proprietary set of criteria and data. The ranking is based on both size and growth in assets as of June 30, 2020, as reported to the SEC. RIA Database (RIADatabase.com) was used for regulatory data, organic research, and advisor surveys.
Barron's 2020 Top Independent Advisors
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About Barron's
Barron's is a leading source of financial news, providing in-depth analysis and commentary on stocks, investments and how markets are moving. Since 1921, investors have looked to Barron’s as a world premier investment resource.
About the Barron’s Top Independent Advisors Award
Every year, Barron’s independent firm ranks the top Registered Investment Advisor firms around the country. This year, their formula included several new metrics this year such as technology spending, staff diversity, and succession planning.
Financial Advisor’s 2020 Annual RIA Ranking
About Financial Advisor
Financial Advisor Magazine creates content for advisors. FA focuses on sophisticated planning and investment strategies to help advisors better serve their clients, as well as practice management ideas to help advisors build their firms.
About the Financial Advisor Annual RIA Ranking
Financial advisor ranks the top 715 firms across the country every year. This year, Plancorp ranks #81.
Disclaimers:
Barron’s Top RIA Firms Ranking for 2020
Disclosure
Barron’s, a weekly newspaper that reports on current financial information and market developments, weighed numerous factors in the rankings including assets under management, revenue, quality of practice, technology spending, staff diversity, and succession planning. Advisors who wish to be ranked by Barron’s complete comprehensive application. Plancorp recently earned the No. 84 spot on Barron’s 2020 list of Top 100 RIA Firms in the nation.
Awards, third-party rankings and other recognitions 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. Neither Barron’s nor any of its associates are affiliated with Plancorp, 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.
FA’s 2020 Annual RIA Ranking
Disclosure
FA’s 2020 Annual RIA Ranking is an independent listing of RIA firms generated by Financial Advisor magazine. Firms surveyed must be registered investment advisers and provide financial planning and/or related services to individual clients. Eligible firms must be either independently owned or a freestanding subsidiary of another business, and have at least $100 million AUM as of Dec. 31, 2019.
Awards, third-party rankings and other recognitions 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. Neither FA Magazine nor any of its associates are affiliated with Plancorp, 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.
FT 300: Top Registered Investment Advisors 2020
Disclosure
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%).
Awards, third-party rankings and other recognitions 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. Neither the Financial Times nor any of its associates are affiliated with Plancorp, 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.
Top 100 Wealth Managers 2020
Disclosure
RIA Channel ranked the Top 100 RIA firms of 2020 based on a proprietary set of criteria and data. The ranking is based on both size and growth in assets as of June 30, 2020, as reported to the SEC. RIA Database (RIADatabase.com) was used for regulatory data, organic research, and advisor surveys. Plancorp recently earned the No. 34 spot on RIA Channel’s Top 100 RIA firms of 2020.
Awards, third-party rankings and other recognitions 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. Neither the RIA Channel nor any of its associates are affiliated with Plancorp, 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.
