Registered Investment Advisor Services
As one of the nation’s largest registered investment advisors, Creative Planning offers full-service, comprehensive wealth management. Our fiduciary financial advisors work with in-house CERTIFIED FINANCIAL PLANNER® professionals, CPAs and attorneys to create a completely customized financial plan.
Integrating Every Aspect of Your Financial Life:
Financial Planning
Investment Management
Retirement Planning
Strategic Tax Planning
Estate Planning
Insurance
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.
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
OUR APPROACH
A Customized Portfolio for Every Client
No two client portfolios at Creative Planning will look exactly alike. We believe your portfolio should be tied to your financial goals, and the investments therein should give you the highest probably of achieving those goals.
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.
