Get a Second Opinion

Not all wealth managers are the same. Get on the path to a more personalized approach to financial freedom.

How We’re Different

Creative Planning is fiercely committed to providing comprehensive wealth management based solely on your needs and best interests. As an independent registered investment advisor, we aren’t tied to a family of funds or investment products. This means we’re able to create a truly unique portfolio that aligns with your custom financial plan. When you get a second opinion from Creative Planning, we’ll review your financial statements to uncover potential red flags in your current portfolio strategy, provide advice on how to avoid hidden fees, and optimize your savings to help you achieve financial freedom.


Services for All Elements of Your Financial Life:

Comprehensive Wealth Management

Investment Management

Financial Planning

Retirement Planning

Strategic Tax Planning

Estate Planning and Trusts

Risk Management

Education Planning



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.

  • Comprehensive Wealth Management
  • Money Management and Financial Planning
  • Ongoing Financial Advice
  • Legal and Tax Advice

A Barron's Top RIA Firm

Proud to be ranked among Barron's Top RIA Firms (2019-2023)*

Over $245 Billion

In combined assets under management and  advisement as of July 1, 2023

50 States and Abroad

Providing financial peace of mind nationwide and across the globe

Learn Why Clients Stay With Creative Planning Year After Year

Hear from President & CEO Peter Mallouk as he explains what makes Creative Planning stand out.

Awards & Recognition


Top RIA Firms (2019-2023)*


Top RIA Firms (2014-2020)*

financialAdvisorMagazine-logo_SLATE 1

Top RIA Firms (2013-2022)*

“Creative Planning is at the vanguard of a profound shift in finance.”

nyt 1

Prefer to discuss over the phone?

© Creative Planning, LLC | All Rights Reserved.