Private Wealth Management for High-Net-Worth Families
From tax-efficient investing strategies and custom portfolios to philanthropic gifting and family office services, we have the expertise and resources to support your wealth.
Services for All Elements of Your Wealth
Investment Management
Strategic Tax Planning
Outsourced Accounting and Bill Pay Services
Legacy Planning and Gifting Strategies
Expat Financial Planning
Risk Management and Asset Protection
Meet With an Advisor
Connect with a wealth advisor in your area for a free, no-obligation consultation.
~$700B
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.
Our Investment Philosophy
Maximize Your Investments
As part of our investing philosophy, you’ll receive a custom portfolio designed to be as tax-efficient as possible that we'll rebalance and tax-loss harvest throughout the year to keep your portfolio aligned to your goals. You'll even have access to private markets as part of your portfolio.
Because of our size, Creative Planning has been able to negotiate access to many investments we believe to be among the best available, at exclusive pricing.
WHY CREATIVE PLANNING
Your Best Interests. Always.
As a registered investment advisory firm, we have a fiduciary responsibility to act in your best interests. We make decisions based solely on your needs.
- Independent, Private Wealth Management Firm
- Not Tied to a Family of Funds or Other Investment Products
- Recommendations Are in Your Best Interests
Let's Talk
Meet With a Wealth Advisor at a Location Near You
Creative Planning has advisors in just about every major metropolitan area, and they can travel to you. 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.
