Barron’s

Barron’s

#1 Independent Wealth Management Firm in America Barron’s Magazine 2017 Download Article #1 Independent Financial Advisor in America Barron’s Magazine 2015 Download Article The Barron’s rankings are based on data provided by over 4,000 advisors. Factors included in...

Wealth Management

Listed among Ten Fastest Growing RIA Firms in 2017 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...

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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