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Last updated: August 21st, 2019. Data source: SEC filings.


Plancorp, federally registered in 1984, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 24 advisors. Plancorp manages $3.7 billion and provides investment advisory services for 1,225 clients (1:52 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $2,996,275
Hybrid Advisor No
Disciplinary History No
Total AUM $3.7 billion
Advisor / Client Ratio 1:52
Headquarters Saint Louis, MO
SEC Filings Forms and Brochures    (CRD # 106599)
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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