Share Article

The Top 100 Wealth Advisors

Worth Magazine 2005

Earlier this year, Worth learned that an enterprising huckster was offering a seminar in which, for a modest fee, he would reveal secrets to being named to Worth‘s Top 100 Wealth Advisors list. Privately, our editorial staff enjoyed a chuckle at a) the audacious opportunism of the seminar’s host , and b) the notion that there is some secret way of gaming the system to guarantee inclusion on the list.

For the record, there are no secret ways to make our list. To the contrary, Worth‘s editorial staff has made every effort to create a selection process that is objective, fair and, above all else, transparent…

Download Article

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

Methodology available here.

For additional important disclosures, please visit: /important-disclosure-information/

At Creative Planning, we provide our clients with the best path to wealth accumulation, retention and transfer of assets. We believe that information and education are essential to developing and maintaining a financial plan and investment portfolio. We strive to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future.