Get Your Free Portfolio Checkup
At Creative Planning, we believe your portfolio should be tied to your financial goals, and the investments therein should give you the highest probability of achieving those goals. Our registered fiduciary advisors will review your portfolio to see if it’s tax-optimized and working as hard as it can for you.
Criteria for Investment Selections
Low-Cost
Transparent
Tax-Efficient
Income-Paying
Meet With an Advisor
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.
Our Investment Philosophy
How We Select Investments
We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short term so that you can prosper in any market condition.
We don’t believe in market timing. We don’t believe in managing assets solely based on risk tolerance or age. We create a financial plan that’s based on your needs and goals, then we build a portfolio to match.
Proud to Be a Fiduciary
Some firms earn commissions based on hidden fees and buying and selling decisions — but not us. As fiduciaries, we're legally and ethically bound to act in your best interests. At Creative Planning, your trusted advisor will guide you through selecting the right asset allocation and investment strategy for your unique situation, only making recommendations that work toward 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.
