Financial Times

Financial Times

Named to Top RIAs in America in 2014, 2015, 2016, 2017, and 2018 Profile of Creative Planning with Peter Mallouk Financial Times 2015 Download Article Ignites Research (FT affiliate) created the methodology and ranked the advisers. – Advisory practices reporting $300...

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021