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RIA comparison · SEC Form ADV

Ferguson Wellman Capital Management, Inc. vs Plancorp, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Ferguson Wellman Capital Management, Inc. and Plancorp, LLC are almost exactly the same size, with $11B and $11B in regulatory assets (Ferguson Wellman Capital Management, Inc. slightly ahead), by their latest Form ADV filings. Plancorp, LLC reports more individual clients (2,251 vs 951), while Ferguson Wellman Capital Management, Inc’s clients hold more on average (about $8.3 million each against $4.2 million). Ferguson Wellman Capital Management, Inc. is based in Portland, Oregon and Plancorp, LLC in Saint Louis, Missouri.

FigureFerguson Wellman Capital Management, Inc.Plancorp, LLC
Regulatory AUM$11B$11B
National rank#89#90
HeadquartersPortland, OregonSaint Louis, Missouri
Individual clients9512,251
High-net-worth clients8651,284
Average client assets$8.3 million$4.2 million
Accounts4,7639,200
Discretionary100% of AUM87% of AUM
Employees68112
Advisory staff3152
Clients per advisory employee3143
Offices213
Form ADV filed2026-06-092026-09-10

Ferguson Wellman Capital Management, Inc.

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management

Plancorp, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Ferguson Wellman Capital Management, Inc. or Plancorp, LLC?

Ferguson Wellman Capital Management, Inc., with $11B in regulatory assets under management against $11B at Plancorp, LLC. Nationally they rank #89 and #90 among 5,657 independent wealth management RIAs.

How many clients do Ferguson Wellman Capital Management, Inc. and Plancorp, LLC have?

Ferguson Wellman Capital Management, Inc. reports 951 individual clients (865 high-net-worth) with 31 advisory employees; Plancorp, LLC reports 2,251 (1,284 high-net-worth) with 52 advisory employees.

How do Ferguson Wellman Capital Management, Inc. and Plancorp, LLC charge clients?

Only Plancorp, LLC lists hourly charges; fixed fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Ferguson Wellman Capital Management, Inc. and Plancorp, LLC offer?

Plancorp, LLC lists pension consulting, which Ferguson Wellman Capital Management, Inc. does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Ferguson Wellman Capital Management, Inc. ↗, Plancorp, LLC ↗. How to check a financial advisor →