Your Team Awaits.™
Fiduciary Wealth Management
& Family Office Services
“Creative Planning Is the Best for Comprehensive Wealth Management”
Ranking released in February 2026, not based on a specific time period. Disclosure information
Awards & Recognition
Top RIA Firms 2019-2025
Awarded each September based on data from a 12-month period through June 30.
Best Wealth Management Firms 2026
Ranking released in February 2026, not based on a specific time period.
Top RIA Firms 2025
Awarded each July based on data from a 12-month period through December 31.
By the
Numbers
~$700B
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025.*
625+
CFP® Professionals
50
States Served Nationwide
Featured Insights
Serving Clients Nationwide
A Dedicated Partner Wherever You Are
We pair you with a team aligned to your needs, ensuring you get the exceptional expertise and personal care you deserve — no matter where you live or work.
Let's Talk
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.
