All the Financial Expertise You Need. All In-House.
Peter Mallouk built Creative Planning with the intention of providing comprehensive wealth management services to help more people achieve financial freedom. This means our fiduciary advisors work with in-house CPAs and attorneys to look at all elements of your financial picture in an effort to get your money working as hard as it can for you, every day, year in and year out.
Integrating Every Aspect of Your Financial Life
Comprehensive Wealth Management
Investment Management
Strategic Tax Planning
Financial Planning
Estate Planning & Trusts
Retirement Planning
Meet With Peter's Team at Creative Planning
Connect with a financial 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.
Learn Why Clients Stay With Creative Planning Year After Year
Hear from President and CEO Peter Mallouk as he explains what makes Creative Planning stand out.
A Fierce Advocate for Your Best Interests
As a fiduciary, we're always looking out for your best interests. This includes looking at all aspects of your financial life. We'll start by learning what matters most to you as well as what your goals are and when you want to achieve them. Then we'll work with our in-house specialists in tax, estate and insurance to provide you with a customized financial plan unique to you.
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. We don't sell or earn commissions on investment products.
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.
