THE PLANNING CENTER, INC.
CRD #118994 SEC #801-61051 MOLINE, IL 309-797-4030
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
26
Clients
--
Accounts
3,335
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.2B | $1.2B | $27.2M | 26 | 27 |
| Sep 2025 | $1.2B | $1.2B | $27.2M | 26 | 27 |
| Mar 2025 | $1.2B | $1.2B | $27.2M | 26 | 27 |
| Oct 2024 | $1.1B | $1.1B | $27.7M | 27 | 31 |
| Sep 2024 | $1.1B | $1.1B | $27.7M | 27 | 31 |
| Jan 2024 | $1.1B | $1.1B | $27.7M | 27 | 31 |
| Jan 2024 | $1.1B | $1.1B | $27.7M | 27 | 31 |
| Dec 2023 | $946.6M | $916.6M | $30M | 25 | 16 |
| May 2023 | $946.6M | $916.6M | $30M | 25 | 16 |
| Feb 2023 | $946.6M | $916.6M | $30M | 25 | 16 |
| Feb 2023 | $946.6M | $916.6M | $30M | 25 | 16 |
| Oct 2022 | $995.7M | $825.9M | $169.8M | 28 | 43 |
| Jul 2022 | $995.7M | $825.9M | $169.8M | 28 | 43 |
| Jun 2022 | $995.7M | $825.9M | $169.8M | 28 | 43 |
| Mar 2022 | $995.7M | $825.9M | $169.8M | 28 | 43 |
| Mar 2022 | $995.7M | $825.9M | $169.8M | 28 | 43 |
| Dec 2021 | $843M | $765.8M | $77.2M | 26 | 58 |
| Apr 2021 | $843M | $765.8M | $77.2M | 26 | 58 |
| Mar 2021 | $843M | $765.8M | $77.2M | 26 | 58 |
| Jan 2021 | $776.5M | $720.8M | $55.6M | 27 | 59 |
| Nov 2020 | $776.5M | $720.8M | $55.6M | 27 | 59 |
| Aug 2020 | $776.5M | $720.8M | $55.6M | 27 | 59 |
| Jun 2020 | $776.5M | $720.8M | $55.6M | 30 | 59 |
| Mar 2020 | $776.5M | $720.8M | $55.6M | 30 | 59 |
| Nov 2019 | $708.7M | $650.1M | $58.6M | 20 | 177 |
| Mar 2019 | $708.7M | $650.1M | $58.6M | 20 | 177 |
| May 2018 | $708.8M | $660.3M | $48.5M | 26 | 176 |
| Mar 2018 | $708.8M | $660.3M | $48.5M | 26 | 176 |
| Sep 2017 | $625.3M | $541.8M | $83.5M | 20 | 900 |
| Jun 2017 | $625.3M | $541.8M | $83.5M | 19 | 900 |
| Mar 2017 | $625.3M | $541.8M | $83.5M | 19 | 900 |
| Aug 2016 | $505.5M | $402.8M | $102.7M | 18 | 900 |
| Apr 2016 | $505.5M | $402.8M | $102.7M | 18 | 900 |
| Mar 2016 | $505.5M | $402.8M | $102.7M | 18 | 900 |
| Sep 2015 | $499.8M | $342.6M | $157.2M | 18 | 400 |
| Feb 2015 | $370.8M | $370.8M | $0 | 13 | 400 |
| Sep 2014 | $244.6M | $244.6M | $0 | 10 | 400 |
| Sep 2014 | $244.6M | $244.6M | $0 | 10 | 400 |
| Mar 2014 | $244.6M | $244.6M | $0 | 10 | 400 |
| Nov 2013 | $214.2M | $214.2M | $0 | 7 | 400 |
| Mar 2013 | $214.2M | $214.2M | $0 | 7 | 400 |
| Feb 2013 | $194M | $194M | $0 | 7 | 400 |
| Jan 2013 | $194M | $194M | $0 | 7 | 400 |
| Mar 2012 | $194M | $194M | $0 | 6 | 400 |
| Jan 2012 | $196.5M | $196.5M | $0 | 6 | 500 |
| Dec 2011 | $196.5M | $196.5M | $0 | 6 | 251 |
| Sep 2011 | $196.5M | $196.5M | $0 | 10 | -- |
| Jul 2011 | $196.5M | $196.5M | $0 | 10 | -- |
| Mar 2011 | $196.5M | $196.5M | $0 | 10 | -- |
| Mar 2011 | $196.5M | $196.5M | $0 | 10 | -- |
| Jul 2010 | $164.9M | $164.9M | $0 | 10 | -- |
| Jun 2010 | $164.9M | $164.9M | $0 | 10 | -- |
| Apr 2010 | $164.9M | $164.9M | $0 | 10 | -- |
| Mar 2010 | $164.9M | $164.9M | $0 | 10 | -- |
| Mar 2009 | $123.4M | $123.4M | $0 | 5 | -- |
| Nov 2007 | $179.2M | $0 | $179.2M | 10 | -- |
| Feb 2007 | $179.2M | $0 | $179.2M | 10 | -- |
| Mar 2006 | $118.3M | $0 | $118.3M | 10 | -- |
| Sep 2005 | $66.7M | $0 | $66.7M | 10 | -- |
| Sep 2004 | $66.7M | $0 | $66.7M | 10 | -- |
| Mar 2002 | $40M | $0 | $40M | 5 | -- |
DateOct 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$27.2M
Employees26
Clients27
DateSep 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$27.2M
Employees26
Clients27
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$27.2M
Employees26
Clients27
DateOct 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$27.7M
Employees27
Clients31
DateSep 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$27.7M
Employees27
Clients31
DateJan 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$27.7M
Employees27
Clients31
DateJan 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$27.7M
Employees27
Clients31
DateDec 2023
Total AUM$946.6M
Discretionary$916.6M
Non-Disc.$30M
Employees25
Clients16
DateMay 2023
Total AUM$946.6M
Discretionary$916.6M
Non-Disc.$30M
Employees25
Clients16
DateFeb 2023
Total AUM$946.6M
Discretionary$916.6M
Non-Disc.$30M
Employees25
Clients16
DateFeb 2023
Total AUM$946.6M
Discretionary$916.6M
Non-Disc.$30M
Employees25
Clients16
DateOct 2022
Total AUM$995.7M
Discretionary$825.9M
Non-Disc.$169.8M
Employees28
Clients43
DateJul 2022
Total AUM$995.7M
Discretionary$825.9M
Non-Disc.$169.8M
Employees28
Clients43
DateJun 2022
Total AUM$995.7M
Discretionary$825.9M
Non-Disc.$169.8M
Employees28
Clients43
DateMar 2022
Total AUM$995.7M
Discretionary$825.9M
Non-Disc.$169.8M
Employees28
Clients43
DateMar 2022
Total AUM$995.7M
Discretionary$825.9M
Non-Disc.$169.8M
Employees28
Clients43
DateDec 2021
Total AUM$843M
Discretionary$765.8M
Non-Disc.$77.2M
Employees26
Clients58
DateApr 2021
Total AUM$843M
Discretionary$765.8M
Non-Disc.$77.2M
Employees26
Clients58
DateMar 2021
Total AUM$843M
Discretionary$765.8M
Non-Disc.$77.2M
Employees26
Clients58
DateJan 2021
Total AUM$776.5M
Discretionary$720.8M
Non-Disc.$55.6M
Employees27
Clients59
DateNov 2020
Total AUM$776.5M
Discretionary$720.8M
Non-Disc.$55.6M
Employees27
Clients59
DateAug 2020
Total AUM$776.5M
Discretionary$720.8M
Non-Disc.$55.6M
Employees27
Clients59
DateJun 2020
Total AUM$776.5M
Discretionary$720.8M
Non-Disc.$55.6M
Employees30
Clients59
DateMar 2020
Total AUM$776.5M
Discretionary$720.8M
Non-Disc.$55.6M
Employees30
Clients59
DateNov 2019
Total AUM$708.7M
Discretionary$650.1M
Non-Disc.$58.6M
Employees20
Clients177
DateMar 2019
Total AUM$708.7M
Discretionary$650.1M
Non-Disc.$58.6M
Employees20
Clients177
DateMay 2018
Total AUM$708.8M
Discretionary$660.3M
Non-Disc.$48.5M
Employees26
Clients176
DateMar 2018
Total AUM$708.8M
Discretionary$660.3M
Non-Disc.$48.5M
Employees26
Clients176
DateSep 2017
Total AUM$625.3M
Discretionary$541.8M
Non-Disc.$83.5M
Employees20
Clients900
DateJun 2017
Total AUM$625.3M
Discretionary$541.8M
Non-Disc.$83.5M
Employees19
Clients900
DateMar 2017
Total AUM$625.3M
Discretionary$541.8M
Non-Disc.$83.5M
Employees19
Clients900
DateAug 2016
Total AUM$505.5M
Discretionary$402.8M
Non-Disc.$102.7M
Employees18
Clients900
DateApr 2016
Total AUM$505.5M
Discretionary$402.8M
Non-Disc.$102.7M
Employees18
Clients900
DateMar 2016
Total AUM$505.5M
Discretionary$402.8M
Non-Disc.$102.7M
Employees18
Clients900
DateSep 2015
Total AUM$499.8M
Discretionary$342.6M
Non-Disc.$157.2M
Employees18
Clients400
DateFeb 2015
Total AUM$370.8M
Discretionary$370.8M
Non-Disc.$0
Employees13
Clients400
DateSep 2014
Total AUM$244.6M
Discretionary$244.6M
Non-Disc.$0
Employees10
Clients400
DateSep 2014
Total AUM$244.6M
Discretionary$244.6M
Non-Disc.$0
Employees10
Clients400
DateMar 2014
Total AUM$244.6M
Discretionary$244.6M
Non-Disc.$0
Employees10
Clients400
DateNov 2013
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees7
Clients400
DateMar 2013
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees7
Clients400
DateFeb 2013
Total AUM$194M
Discretionary$194M
Non-Disc.$0
Employees7
Clients400
DateJan 2013
Total AUM$194M
Discretionary$194M
Non-Disc.$0
Employees7
Clients400
DateMar 2012
Total AUM$194M
Discretionary$194M
Non-Disc.$0
Employees6
Clients400
DateJan 2012
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees6
Clients500
DateDec 2011
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees6
Clients251
DateSep 2011
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$179.2M
Discretionary$0
Non-Disc.$179.2M
Employees10
Clients--
DateFeb 2007
Total AUM$179.2M
Discretionary$0
Non-Disc.$179.2M
Employees10
Clients--
DateMar 2006
Total AUM$118.3M
Discretionary$0
Non-Disc.$118.3M
Employees10
Clients--
DateSep 2005
Total AUM$66.7M
Discretionary$0
Non-Disc.$66.7M
Employees10
Clients--
DateSep 2004
Total AUM$66.7M
Discretionary$0
Non-Disc.$66.7M
Employees10
Clients--
DateMar 2002
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--