Insights

Growing Market Presence Plancorp has demonstrated strong industry recognition by ranking on CNBC's Financial Advisor 100, the RIA Edge 100, and Top Independent High-Net-Worth Advisors lists, indicating a solid reputation and potential for expanding partnerships with high-net-worth individuals and firms seeking distinguished wealth management services.

Recent Expansion The acquisition of Regency Investment Group highlights their growth strategy and openness to integrating new assets and client bases, providing opportunities to offer targeted solutions for clients’ real estate and diversified asset needs.

Technology Integration Partnerships with CogniCor to implement AI and workflow automation suggest Plancorp is investing in cutting-edge financial technology, opening avenues to provide advanced digital solutions and enhancements for client engagement and operational efficiency.

Focus on Niche Wealth Segments Plancorp’s emphasis on high-net-worth clients and its recognition among top independent advisors indicate a strong potential to tailor premium financial products, estate planning, and personalized wealth strategies to elite client segments.

Market Differentiation Their commitment to transparency, fiduciary expertise, and evidence-based investing creates a competitive edge, making them a compelling partner for clients and firms seeking ethical, research-driven wealth management solutions and attracting strategic alliances with like-minded service providers.

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?

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Plancorp Wealth Management's main headquarters is located at 540 Maryville Centre Drive Suite 105 St. Louis, Missouri 63141 United States. The company has employees across 1 continents, including North America.

What is Plancorp Wealth Management's phone number?

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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?

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

How much revenue does Plancorp Wealth Management generate?

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As of April 2026, Plancorp Wealth Management's annual revenue is estimated to be $10M.

What is Plancorp Wealth Management's NAICS code?

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Plancorp Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Plancorp Wealth Management have currently?

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As of April 2026, Plancorp Wealth Management has approximately 107 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?

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Plancorp Wealth Management operates in the Financial Services industry.

What technology does Plancorp Wealth Management use?

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

What is Plancorp Wealth Management's email format?

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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?

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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 St. Louis, Missouri 63141 United States
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

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