Your Team Awaits.™
Wealth Management
& Family Office Services
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
$354B+
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2024*
525+
CFP® Professionals
50
States Served Nationwide
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.
