There’s a different way
Why Not Give Your Wealth a Second Look?
At Creative Planning, our fiduciary wealth managers work with in-house CPAs and attorneys to look at all elements of your financial picture to help ensure your money is working as hard as it can for you, every day, year in and year out.
Comprehensive Wealth Management
Your investments, taxes and estate plan — optimized to work harder, together.
Tailored Investment Management
No standard portfolios; no set-it-and-forget-it allocations.
$325B+
In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2024*
50
States Served Nationwide
90+
Countries Served Worldwide
Why Creative Planning
Our Obsession: Showing You a Richer Way to Wealth
Other firms provide set-it-and-forget-it plans and standard portfolios that only focus on the destination of wealth. We’re the partner that’s dedicated to giving you a richer journey along the way.
And because we’re fiduciaries, we’ll provide you with guidance that’s always in your best interests.
Awards & Recognition
Top RIA Firms
2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms
2024
Awarded each July, based on data from a 12-month period through December 31.
“Creative Planning is at the vanguard of a profound shift in finance.”
Learn Why Clients Stay With Creative Planning Year After Year
Hear from President and CEO Peter Mallouk as he explains what makes Creative Planning stand out.
Ready to Get Started?
*Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients, but is not a public accounting firm. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm, to provide audit and attest services.
