Acquisition · Adviser / wealth-management
Regency Investment Advisors, Inc.
Transaction overview
Reported completed
Exact closing date not established.
In a March 31, 2026 announcement, Plancorp reported acquiring Regency Investment Advisors, Inc., an independent adviser in Fresno, California. Regency added approximately $1 billion in client assets and 14 professionals; the asset figure is not a purchase price. The source does not state an exact closing day or consideration.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Plancorp Announces First Major Acquisition in 40+ Years, Adding $1B in Client Assets, Fresno Office ↗
Official firm website · Published Mar 31, 2026
In a March 31, 2026 announcement, Plancorp reported acquiring Regency Investment Advisors, Inc., an independent adviser in Fresno, California. Regency added approximately $1 billion in client assets and 14 professionals; the asset figure is not a purchase price. The source does not state an exact closing day or consideration.