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.
By the Numbers
$325B+
In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2024*
495+
CFP® Professionals
50
States Served Nationwide
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Meet with a financial advisor at a location near you
Creative Planning has advisors in just about every major metropolitan area. We look forward to getting to know you.
*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.
