CNBC

CNBC

#1 Wealth Management Firm in America CNBC 2015     #1 Wealth Management Firm in America CNBC 2014     Disclosures Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective...

“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