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Missouri-based Plancorp has acquired Fresno-based Regency Investment Advisors. Adobe stock image, photo composite by Israel Meave<\/p>\n
Missouri-based Plancorp Wealth Management has acquired Regency Investment Advisors Inc., a Fresno-based independent registered investment advisor, the firms announced March 31.<\/p>\n
The deal is Plancorp\u2019s first large-scale acquisition in its 43-year history. It adds roughly $1 billion in client assets and 16 professionals to the St. Louis-based firm, bringing Plancorp\u2019s total assets under management to approximately $9.6 billion across more than 100 employees.<\/p>\n
Regency, founded in 1993, will be fully integrated into Plancorp\u2019s brand, systems and operations \u2014 a departure from the partial-integration model common in registered investment advisor consolidation deals, according to a news release.<\/p>\n
\u201cAfter over 30 years as an independent firm, joining forces with Plancorp allows us to enhance our clients\u2019 experience without changing our values,\u201d said Tony Fazio, Regency\u2019s CEO.<\/p>\n
Fazio now serves as regional director of wealth management for Plancorp.\u00a0<\/p>\n
Plancorp President and CEO Chris Kerckhoff said the acquisition is the first move in a selective national growth strategy. \u201cThis partnership isn\u2019t about getting bigger for its own sake; it\u2019s about growing better together,\u201d he said.<\/p>\n
The firm said it intends to pursue additional acquisitions but is not seeking to become a high-volume consolidator. Derek Hartley, Plancorp\u2019s chief growth officer, said the firm\u2019s majority employee-owned structure gives it flexibility that private equity-backed competitors lack.<\/p>\n
\u201cConsolidation is reshaping the industry, but in a competitive landscape often shaped by short-term private equity, we\u2019re taking a different path,\u201d Hartley said.<\/p>\n
Plancorp is a fee-only fiduciary firm founded in 1983 and serves clients in 44 states.<\/p>\n
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