Call: (913) 308-3326
Request a Meeting

Call: (913)-308-3326

Request a Meeting

The Top 100 Wealth Advisors 2007

Creative Planning
Last Updated
September 27, 2016
Worth magazine logo

The Top 100 Wealth Advisors

Worth Magazine 2007

In good times, wealth advisors temper exuberance, keeping those with much to lose focused on life goals rather than quick kills. In bad times, they provide reassurance by offering the kind of wisdom that only years of study, determination and experience can provide. In the following pages, WORTH contributor Judy Martel offers insights into the way leading wealth advisors and their clients work together to build security and trust. We then present the Top 100 Wealth Advisors for 2007. Each year, WORTH honors financial strategists who go above and beyond mere service to their clients. We recognize those who offer wise counsel, consistency and integrity. Simply put, they are the best at what they do…

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/

Let’s Talk

Find out how Creative Planning can help you maximize your wealth.

This commentary is provided for general information purposes only and should not be construed as investment, tax or legal advice, and does not constitute an attorney/client relationship. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.

Recent Content

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide



Providing financial peace of mind across the globe



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