Plancorp, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Louis, MO. Its latest Form ADV filing, dated April 16, 2026, reports $9.9B in regulatory assets under management, 96 employees, 8 offices, and 9,001 accounts.
Assets Under Management
$9.9B
Employees
97
Offices
10 offices
Total Clients
2,367
Primary office
SAINT LOUIS, MO
540 MARYVILLE CENTRE DRIVE, SUITE 105, SAINT LOUIS, MO, United States
Top client segmentHNWI represent 52.3% of total clients.
Top client categories% of clientsClients
1
HNWI
52.3%
1,237
2
Individuals
42.6%
1,008
3
Pension Plans
3.6%
85
4
Charitable
1.6%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.9Bas of May 27, 2026
Discretionary88.2%
$8.8B
88% of total RAUM88.2%
Non-discretionary11.8%
$1.2B
12% of total RAUM11.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.9B
Total Accounts9,001
10Y AUM Change+$6.5B (+189.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees97
Clients per Employee24:1
10Y Employee Change+43 (+79.6%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.