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RIA comparison · SEC Form ADV

Plancorp, LLC vs Great Valley Advisor Group, LLC

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

The short answer

Plancorp, LLC and Great Valley Advisor Group, LLC are almost exactly the same size, with $11B and $11B in regulatory assets (Plancorp, LLC slightly ahead), by their latest Form ADV filings. Great Valley Advisor Group, LLC reports more individual clients (36,836 vs 2,251), while Plancorp, LLC’s clients hold more on average (about $4.2 million each against $250,000). Plancorp, LLC is based in Saint Louis, Missouri and Great Valley Advisor Group, LLC in Berwyn, Pennsylvania.

FigurePlancorp, LLCGreat Valley Advisor Group, LLC
Regulatory AUM$11B$11B
National rank#90#91
HeadquartersSaint Louis, MissouriBerwyn, Pennsylvania
Individual clients2,25136,836
High-net-worth clients1,2841,769
Average client assets$4.2 million$250,000
Accounts9,20037,014
Discretionary87% of AUM79% of AUM
Employees112325
Advisory staff52192
Clients per advisory employee43192
Offices1373
Form ADV filed2026-09-102026-09-29

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

Great Valley Advisor Group, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

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

Questions

Which is bigger, Plancorp, LLC or Great Valley Advisor Group, LLC?

Plancorp, LLC, with $11B in regulatory assets under management against $11B at Great Valley Advisor Group, LLC. Nationally they rank #90 and #91 among 5,657 independent wealth management RIAs.

How many clients do Plancorp, LLC and Great Valley Advisor Group, LLC have?

Plancorp, LLC reports 2,251 individual clients (1,284 high-net-worth) with 52 advisory employees; Great Valley Advisor Group, LLC reports 36,836 (1,769 high-net-worth) with 192 advisory employees.

How do Plancorp, LLC and Great Valley Advisor Group, LLC charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Plancorp, LLC and Great Valley Advisor Group, LLC offer?

Plancorp, LLC lists pension consulting, which Great Valley Advisor Group, LLC does not. Great Valley Advisor Group, LLC lists educational seminars and workshops; other services, which Plancorp, LLC 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: Plancorp, LLC ↗, Great Valley Advisor Group, LLC ↗. How to check a financial advisor →