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Last updated: January 16th, 2020. 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.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||70%|
|Average Client Balance||$2,996,275|
|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|