Plancorp, LLC

RIASEC RegisteredEst. 1984

Total AUM

$9.9B

Discretionary

$8.8B

88% of AUM

Avg account

$1.1M

Accounts

9,001

Employees

112

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 106599
Registered since: January 14, 1984
Website: www.plancorp.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.58%
Charitable Organizations6.63%
Pension & Profit Sharing Plans5.12%
Individuals3.67%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Plancorp, LLC is an independent registered investment adviser organized as an LLC and active since 1984. The firm serves both individuals/families and institutional clients, providing financial planning, portfolio management for individuals and for businesses or institutions, pension consulting, and the selection of outside advisers. Compensation includes traditional percentage-of-AUM fees alongside hourly and fixed-fee engagements. Plancorp acts as a capital allocator, directing client capital into external managers and pooled vehicles rather than relying solely on in-house proprietary funds. The firm does not identify as an active ESG investor. Plancorp has been recognized in industry rankings over multiple years, including placement in FA Magazine’s list in 2020, Financial Times’ Top 300 RIAs in 2020, CNBC’s Top 100 Financial Advisory Firms in 2021 and 2025, and Barron’s Top 100 RIA listings in 2021, 2022, and 2025.