The Planning Center, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Moline, IL. Its latest Form ADV filing, dated March 17, 2026, reports $1.4B in regulatory assets under management, 28 employees, 6 offices, and 3,032 accounts.
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
570
2
HNWI
35.6%
325
3
Pension Plans
1.1%
10
4
Corporations
0.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 17, 2026
Discretionary98.2%
$1.3B
98% of total RAUM98.2%
Non-discretionary1.8%
$25M
2% of total RAUM1.8%
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.
Latest AUM$1.4B
Total Accounts3,032
10Y AUM Change+$747M (+119.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee33:1
10Y Employee Change+9 (+47.4%)
* 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.