Insights

Reputable Industry Position Plancorp is recognized as a top-tier financial advisory firm, ranked No. 94 on CNBC's Financial Advisor 100 and included in the RIA Edge 100 list for 2025. This positioning highlights their credibility and leadership in the high-net-worth segment, making them a strategic partner for premium financial solutions.

Growth and Recognition The firm consistently earns industry accolades, including recognition as a Top Independent High-Net-Worth Advisor and on Financial Advisor Magazine's Top RIA Firms list. Such accolades indicate sustained growth and a focus on high-value client segments, presenting opportunities for services that cater to affluent clients.

Technological Engagement Plancorp actively utilizes various digital platforms, including LinkedIn, Twitter, and Cloudflare Bot Management, suggesting they value digital presence and online client engagement. This opens doors for innovative fintech solutions or marketing tools to enhance their client outreach and operational efficiency.

Asset Diversification The firm invests in diverse assets including real estate, reflecting a strategic approach to wealth management. Opportunities exist for financial products or services related to alternative investments, estate planning, or specialized asset management to deepen their portfolio offerings.

Employee and Leadership Expansion Recent leadership appointment of a Chief Operating Officer and a team of 51-200 employees indicate organizational growth and operational maturation. This growth creates a demand for scalable business solutions such as enterprise software, HR tools, or operational consulting to support expansion efforts.

Plancorp Wealth Management Tech Stack

Plancorp Wealth Management uses 8 technology products and services including Bing Ads, RequireJS, Underscore.js, and more. Explore Plancorp Wealth Management's tech stack below.

  • Bing Ads
    Advertising Networks
  • RequireJS
    Javascript Frameworks
  • Underscore.js
    Javascript Libraries
  • jQuery Mobile
    Mobile Frameworks
  • LinkedIn
    Online Community Software
  • Cloudflare Bot Management
    Security
  • MediaElement.js
    Video Players
  • Twitter
    Widgets

Media & News

Plancorp Wealth Management's Email Address Formats

Plancorp Wealth Management uses at least 1 format(s):
Plancorp Wealth Management Email FormatsExamplePercentage
First@plancorp.comJohn@plancorp.com
39%
FLast@plancorp.comJDoe@plancorp.com
26%
First.Last@plancorp.comJohn.Doe@plancorp.com
21%
Last@plancorp.comDoe@plancorp.com
14%

Frequently Asked Questions

Where is Plancorp Wealth Management's headquarters located?

Minus sign iconPlus sign icon
Plancorp Wealth Management's main headquarters is located at 540 Maryville Centre Drive, Suite 105. The company has employees across 1 continents, including North America.

What is Plancorp Wealth Management's phone number?

Minus sign iconPlus sign icon
You can contact Plancorp Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Plancorp Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
Plancorp Wealth Management's official website is plancorp.com and has social profiles on LinkedIn.

How much revenue does Plancorp Wealth Management generate?

Minus sign iconPlus sign icon
As of January 2026, Plancorp Wealth Management's annual revenue is estimated to be $10M.

What is Plancorp Wealth Management's NAICS code?

Minus sign iconPlus sign icon
Plancorp Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Plancorp Wealth Management have currently?

Minus sign iconPlus sign icon
As of January 2026, Plancorp Wealth Management has approximately 99 employees across 1 continents, including North America. Key team members include Chief Investment Officer: P. L.Chief Business Development Officer: S. C.Chief Growth Officer: D. H.. Explore Plancorp Wealth Management's employee directory with LeadIQ.

What industry does Plancorp Wealth Management belong to?

Minus sign iconPlus sign icon
Plancorp Wealth Management operates in the Financial Services industry.

What technology does Plancorp Wealth Management use?

Minus sign iconPlus sign icon
Plancorp Wealth Management's tech stack includes Bing AdsRequireJSUnderscore.jsjQuery MobileLinkedInCloudflare Bot ManagementMediaElement.jsTwitter.

What is Plancorp Wealth Management's email format?

Minus sign iconPlus sign icon
Plancorp Wealth Management's email format typically follows the pattern of First@plancorp.com. Find more Plancorp Wealth Management email formats with LeadIQ.

When was Plancorp Wealth Management founded?

Minus sign iconPlus sign icon
Plancorp Wealth Management was founded in 1983.

Plancorp Wealth Management

Financial ServicesMissouri, United States51-200 Employees

Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future.

Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests.

And that’s exactly what we do.

From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life.

Whatever your situation, we'd love to work with you. 

Visit our website at: https://www.plancorp.com/.

Section iconCompany Overview

Headquarters
540 Maryville Centre Drive, Suite 105
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Plancorp Wealth Management's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Plancorp Wealth Management's revenue is estimated to be in the range of $100M$250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.