Plancorp Named to St. Louis' Largest Financial Asset Managers

award | Financial Planning Awards | Plancorp Awards

 Plancorp team By: Plancorp team

Plancorp is pleased to announce it has been named to St. Louis' largest financial asset managers by St. Louis Business Journal.

st-louis-business-journal-logo

Click here to view the entire list.

About St. Louis Business Journal

St. Louis Business Journal is part of American City Business Journals which is a multi-platform media company providing in-depth coverage of local business communities and breaking news. Through print, digital products and face-to-face events.

About St. Louis Biz Journal’s Largest Financial Asset Managers List

Largest St. Louis-based financial asset managers were ranked by total value of client assets in 2019. This includes discretionary assets under management and assets under administration. Values are as of Dec. 31, 2019. Information on the list was supplied by S&P Global Market Intelligence



Disclosure

1 Value of client assets includes discretionary assets under management and assets under administration. Values are as of Dec. 31, 2019.
2 Discretionary assets under management are as reported on Form ADV (question 5F2A) by the institution for which the firm has direct investment control. Values are as of Dec. 31, 2019.
3 Includes data for subsidiaries Olive Street Investment Advisors and Passport Research Ltd.
4 Includes data for affiliate Buckingham Strategic Partners.

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 St. Louis Business Journal'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.

Related Posts

Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever. More »