RIA Intel›Advisers›Illinois›THE PLANNING CENTER, INC.

THE PLANNING CENTER, INC.

Advisory

N·MOLINE, IL

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+14.9%
3-Year CAGR
+9.4%
Employees
12
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.3B
Non-Discretionary AUM$25M
Discretionary %98.2%
Total Clients923
Team
Total Employees12
Investment Advisers28
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record63
First FilingMar 28, 2002
Latest FilingMar 17, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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