Plancorp acquires Fresno-based Regency Investment Advisors
By Gabriel Dillard
Published on April 22, 2026.
Missouri-based Plancorp Wealth Management has acquired Fresno-based Regency Investment Advisors Inc. This is the company's first large-scale acquisition in its 43-year history. The acquisition adds roughly $1 billion in client assets and 16 professionals to the St. Louis-based firm, bringing its total assets under management to approximately $9.6 billion across more than 100 employees. The firm plans to pursue additional acquisitions but is not aiming for high-profile consolidations.
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