Find Your Financial Advisor
At Creative Planning, our financial advisors provide full-service financial planning and wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER® practitioners, CPAs, attorneys, investment specialists and insurance professionals works together to create a comprehensive, actionable plan tailored to your financial goals.
Complete Financial Guidance
Financial Planning
Investment Management
Retirement Planning
Strategic Tax Planning
Estate Planning
Insurance
Meet With a Financial Advisor
Complete this form to request a free, no-obligation meeting. A team member will contact you to gather information and match you with a financial advisor.
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
$710B+
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
Why Creative Planning
How Our Financial Advisors Help You
Creative Planning’s approach to wealth management provides you with comprehensive, personalized advice that aligns with your best interests. By working with our financial advisors, you can:
- Make informed financial decisions that align with your long-term goals
- Minimize taxes to help keep more of your wealth
- Save and invest strategically to stay on track for your future
- Identify and mitigate risks that could impact your financial security
- Regularly assess your progress and adjust your plan as needed
Fiduciary Financial Advisor
Your Best Interests. Always.
As a registered investment advisory firm, we have a fiduciary duty to act solely in your best interest. There are no commissions or hidden fees, just objective advice tailored to you. Every recommendation is made with your financial success in mind.
- Independent, Fee-Based Wealth Management Firm
- Not Tied to Any Funds or Investment Products
- Transparent Pricing With No Commissions
- Advice That’s Always in Your Best Interests
Let's Talk
Meet With a Financial Advisor Near You
Creative Planning has financial advisors in nearly every major metropolitan area. Schedule a free consultation to discuss your goals and see how we can help.
