Plancorp Wealth Management, a national fee-only wealth management firm based in St. Louis, has announced it has acquired Regency Investment Advisors, an independent registered investment adviser (RIA) headquartered in Fresno, Calif. This transaction is the first large-scale acquisition in Plancorp’s more than 40-year history and marks the beginning of a new chapter in the firm’s long-term strategy to build a fully integrated, national platform rooted in shared values and operational excellence.
The deal will establish a stronger presence for Plancorp on the West Coast, adding approximately $1 billion in client assets under management and 14 professionals in Fresno to the Plancorp team.
Regency Investment Advisors, founded in 1993, has built a strong reputation in central California for its client-first approach and comprehensive financial planning services. The full integration of Regency into Plancorp's platform — including brand, systems, and operations — i
