Plancorp Acquires $1B Regency Investment Advisors, Expanding West Coast Presence

The deal marks Plancorp's first major acquisition in over 40 years, adding 14 professionals in Fresno to the firm's national platform.

Mar. 31, 2026 at 5:27pm

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A photorealistic studio still life featuring a stack of financial documents, a pen, and a calculator arranged on a clean, monochromatic background, symbolizing the precision and professionalism of Plancorp's wealth management services.Plancorp's strategic acquisition of Regency Investment Advisors signals the firm's commitment to building a trusted, national wealth management platform rooted in shared values and operational excellence.Fresno Today

Plancorp Wealth Management, a national fee-only wealth management firm based in St. Louis, has acquired Regency Investment Advisors, an independent RIA headquartered in Fresno, California. The deal will establish a stronger West Coast presence for Plancorp, adding approximately $1 billion in client assets under management and 14 professionals to the firm's team.

Why it matters

This acquisition is a strategic move for Plancorp to build a fully integrated, national wealth management platform. By combining with a like-minded firm that shares Plancorp's values of client-first service and operational excellence, the deal positions Plancorp for continued growth and expansion across the country.

The details

The full integration of Regency into Plancorp's platform, including brand, systems, and operations, reflects Plancorp's belief that a unified platform delivers the greatest long-term value for clients, advisors, and the business. Regency Investment Advisors, founded in 1993, has built a strong reputation in central California for its client-first approach and comprehensive financial planning services.

  • Plancorp announced the acquisition on March 31, 2026.
  • Regency Investment Advisors was founded in 1993.

The players

Plancorp Wealth Management

A national fee-only wealth management firm based in St. Louis, Missouri, that provides comprehensive financial planning and investment management services to individuals, families, business owners, and institutions.

Regency Investment Advisors, Inc.

An independent RIA firm headquartered in Fresno, California, that has built a strong reputation for its client-first approach and comprehensive financial planning services.

Tony Fazio

The CEO of Regency Investment Advisors.

Chris Kerckhoff

The President and CEO of Plancorp.

Derek Hartley

The Chief Growth Officer of Plancorp.

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What they’re saying

“This is an exciting new chapter for our firm and our clients. In Plancorp, we found a partner who shares our values: A genuine client-first mindset and culture of humility, honesty, and excellence. After over 30 years as an independent firm, joining forces with Plancorp allows us to enhance our clients' experience without changing our values.”

— Tony Fazio, CEO of Regency Investment Advisors

“We are thrilled to welcome the Regency team to Plancorp. Regency's founders and advisors have cultivated deep, long-term client relationships by always doing the right thing – a philosophy identical to Plancorp's. This partnership isn't about getting bigger for its own sake; it's about growing better together and building a trusted, national brand that stands for doing right by clients.”

— Chris Kerckhoff, President and CEO of Plancorp

“Our goal is not to become the next big serial acquirer; we're striving to be the best home for firms and advisors who prioritize client care, advisor quality of life, and longevity. Consolidation is reshaping the industry, but in a competitive landscape often shaped by short-term private equity, we're taking a different path.”

— Derek Hartley, Chief Growth Officer of Plancorp

What’s next

Plancorp plans to continue its complementary growth strategy, selectively combining with like-minded firms around the country that share the firm's values and commitment to client care, advisor quality of life, and long-term impact.

The takeaway

This acquisition marks a significant milestone for Plancorp, as the firm expands its national presence and solidifies its position as a leading independent wealth management firm focused on delivering exceptional client service and upholding its core values of integrity, integration, and long-term impact.