Regency Investment Advisors, Inc.
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Regency Investment Advisors, Inc. - overview
Established
1993
Location
Fresno, CA, US
Primary Industry
Financial Services
About
Founded in 1993 and based in California, US, Regency Investment Advisors, Inc. operates as a provider of investment supervisory, portfolio management, financial planning, and cash management services. Based in the United States, Regency Investment Advisors, Inc. , operates as a consumer and B2B wealth management and financial services provider.
The company provides investment management, financial planning, and retirement plan advisory services. Based in California, United States, and founded in 1993, Regency Investment Advisors, Inc. provides wealth management, financial planning, investment management, and retirement plan advisory services for the financial services and investment advisory industry. In March 2026, Plancorp LLC, a portfolio company of The Cynosure Group, acquired Regency Investment Advisors, IncThe company works with individuals, families, businesses, retirement plans, trusts, and nonprofit organizations to provide wealth management, investment management, financial planning, and retirement plan advisory services within the financial services and investment advisory industry.
Regency Investment Advisors operates as a registered investment advisory firm focused on delivering long‑term, client‑centric financial solutions through a structured and fiduciary‑driven approach. The company’s revenue is generated through fee‑based advisory relationships with individuals, families, businesses, retirement plan sponsors, trusts, and nonprofit organizations. Regency Investment Advisors operates as a registered investment advisory firm and provides financial services to clients on an ongoing advisory basis rather than through one‑time product sales or commissions. The company’s revenue is generated through fee‑based advisory relationships with individuals, families, businesses, retirement plan sponsors, trusts, and nonprofit organizations.
Regency Investment Advisors operates as a registered investment advisory firm and provides financial services to clients on an ongoing advisory basis rather than through one‑time product sales or commissions. The March 2026, acquisition enables Plancorp LLC to expand its national wealth management platform by adding a Fresno-based RIA and increasing its West Coast presence.
Current Investors
Plancorp LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Regency Investment Advisors, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Regency Investment Advisors, Inc. | - |
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