Plancorp Wealth Management Acquires Regency Investment Advisors
March 31, 2026
Plancorp Wealth Management has acquired Regency Investment Advisors, an independent registered investment advisor headquartered in Fresno, California. The deal adds approximately $1 billion in client assets under management and 14 professionals, with Regency fully integrated into Plancorp’s platform, including branding, systems, and operations.
- Buyers
- Plancorp Wealth Management
- Targets
- Regency Investment Advisors, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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