Customized Financial Planning in Your Best Interests
Not all advisors are the same. Did you know brokers and hybrid firms are only required to make recommendations in your best interests at the time the recommendation is made? Because Creative Planning is an independent registered investment advisor (RIA) acting as a fiduciary, we’re legally and ethically obligated to make recommendations that are always in your best interests. This means that as your life and goals change, we’ll adjust your plan and portfolio accordingly to stay aligned with what’s best for you.
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Connect with a financial advisor in your area for a free, no-obligation consultation.
All the Expertise. All the Advice You Need. All In-House.
At Creative Planning, we offer the convenience of full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER® practitioners, CPAs, attorneys, investment specialists and insurance professionals works together to integrate all aspects of your financial life into a comprehensive, actionable plan.
Integrating Every Aspect of Your Financial Life
Financial Planning
Investment Management
Retirement Planning
Strategic Tax Planning
Estate Planning
Insurance
5 Key Differences Between RIAs and Broker-Dealers
| Registered Investment Advisor (RIA) | Broker-Dealer | |
|---|---|---|
| Legal Standard | Fiduciary Standard: RIAs are legally bound to act in clients’ best interests at all times | Suitability Standard: Brokers must ensure investments are merely “suitable” for clients at the time the recommendation is made |
| Primary Function | Offering advice | Facilitating purchases and transactions |
| Range of Services | A broad range including tax planning, cash flow analysis, asset allocation, etc. | Usually limited to buying and selling securities |
| Compensation | Usually a flat fee or a percentage of assets under management (AUM) | Often commission-based |
| Goals | Aligned with those of the client | Commission-based structure allows greater opportunity for conflicts of interest |
$710B+
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025.*
50 States and Abroad
Providing financial peace of mind nationwide and in 90 countries.
625+ CFP® Professionals
A team of specialists fiercely determined to provide you with the best possible plan to grow, protect and transfer your wealth.
Why Use a Fiduciary Financial Advisor?
As a fiduciary, we’re legally bound to act in your best interests at all times, not just at the time of the transaction. Brokers are commission-based and may be incentivized to recommend certain investment products, which could create a conflict of interest with what’s best for you. Before choosing whom to work with, it’s important for you to understand what the advisor can do for you and how it aligns with your goals.
Simple, Transparent Fee Structure
We charge a straightforward fee based on the assets we manage on your behalf. This approach helps ensure our interests are aligned with yours — we succeed when you succeed.
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.
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.
