Plancorp Review

Trust Score 98%
Trust Score info_outline

Plancorp, federally registered in 1984, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 24 advisors. Plancorp manages $3.7 billion and provides investment advisory services for 1,264 clients (1:53 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Avg Account Balance $2,903,827
Hybrid Advisor No
Disciplinary History No
Total AUM $3.7 billion
Advisor / Client Ratio 1:53
Headquarters Saint Louis, MO
SEC Filings Forms and Brochures
State(s) Registered AZ, CA, CO, CT, DC, FL, IL, KS, LA, ME, MD, MA, MS, MO, NE, NH, NM, NY, NC, SC, TN, TX, VA, WA

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