PLANCORP, LLC

RIASEC RegisteredEst. 1984

Total AUM

$9.9B

Discretionary

$8.8B

88% of AUM

Avg account

$1.1M

Accounts

9,001

Employees

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 first registered with the SEC in 1984. The firm serves both individual and institutional clients and positions itself as a capital allocator that combines financial planning with discretionary and non-discretionary portfolio management. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, institutional/business portfolio management, pension consulting services, and selection of other advisers. Fee arrangements span percentage-of-AUM, hourly engagements, and fixed-fee arrangements. Plancorp is not identified as an active ESG investor. The firm has received multiple industry recognitions, including placements on FA Magazine’s Top RIA Firms (2020), the Financial Times Top 300 RIA Firms (2020), CNBC’s Top 100 Financial Advisory Firms (2021 and 2025), and Barron’s Top 100 RIA Firms (2021, 2022, 2025).