Luxury boat docked near a serene coastline.

Fiduciary Wealth Management and Family Office Services for Individuals, Families, Businesses and Institutions

Where Wealth Works Together^™

Creative Planning Is the Best for 
Comprehensive Wealth Management

WSJ | Buyside ranking released in February 2026; not based on a specific time period. *View Disclosure

Modern buildings in an urban setting at dusk.

BEST FOR COMPREHENSIVE WEALTH MANAGEMENT 2026

Ranking released in February 2026; not based on a specific time period.*

TOP RIA FIRMS 2019 – 2026

Awarded in September; 12-month period ending June 30.*

TOP RIA FIRMS 2025

Awarded in July; 12-month period ending December 31.*

*View Disclosure

ASSETS UNDER MANAGEMENT AND ADVISEMENT*

States Served, Plus Abroad

*In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2026.

Six professionals standing together with role labels: 'Estate Planning Attorney,' 'Wealth Manager,' 'Financial Planner,' 'Accountant,' and 'Investment Manager' beside headline 'An Integrated Team, Led By a Dedicated Wealth Manager.'

Six professionals standing together with role labels: 'Estate Planning Attorney,' 'Wealth Manager,' 'Financial Planner,' 'Accountant,' and 'Investment Manager' beside headline 'An Integrated Team, Led By a Dedicated Wealth Manager.'

Six professionals standing together with role labels: 'Estate Planning Attorney,' 'Wealth Manager,' 'Financial Planner,' 'Accountant,' and 'Investment Manager' beside headline 'An Integrated Team, Led By a Dedicated Wealth Manager.'

An evolving plan optimized around your priorities
Negotiating power to unlock exclusive opportunities
Decades of experience serving high-net-worth families
Boutique-level care with same-day responsiveness

Family dining outdoors on a sunlit hillside with mountain views and pool.

A Complete Suite of Services

Three well-dressed individuals deplaning from a private jet on a clear day, one being assisted up the stairs by another.

Family Office Services

Smiling couple walking through a sunlit vineyard, holding wine glasses and enjoying the outdoors together.

Wealth Management

Two women having a conversation on a cream sofa in an elegant living room with marble wall and floral accents.

Investment Management

Two golfers walking across a lush green course carrying golf bags, trees and clear sky in the background.

Strategic Tax Planning

Family relaxing outdoors at golden hour — mother holding a child with another child nearby, a lush lawn and pool in the background.

Estate & Legacy Planning

Man in a cap steering a sailboat at sunset on calm open waters.

Risk Management

Wherever You are,  a Dedicated Partner

Serving Clients in All 50 States and 90+ Countries.

NEW YORK · LONDON* · GENEVA* · SAN FRANCISCO · KANSAS CITY
*View Disclosure

Peter Mallouk, President and CEO of Creative Planning, a comprehensive wealth management and financial planning firm.

Peter has made it his mission to transform the way wealth management works, bringing together what the industry has kept fragmented. This defining approach remains at the core of the company today.

Learn More About Us

Female advisor in red blazer meeting with client to discuss family office wealth management strategy

Multigenerational family preparing a meal together in the kitchen, representing coordinated family office risk management strategies to protect and preserve family wealth across generations

Two women are smiling and engaging with a laptop, sharing a joyful moment in a cozy indoor setting

Q3 2025 Quarterly Market Commentary

Let’s Connect
Your Wealth Together