“Creative Planning Is the Best for Comprehensive Wealth Management”
Ranking released in February 2026, not based on a specific time period. Disclosure information
Helping U.S. Expats Handle the Challenges of Living and Working Abroad
Creative Planning International provides leading U.S.-based financial advisory services to expats in more than 90 countries. Our team of cross-border wealth managers is uniquely qualified to manage the complex effects living abroad has on your taxes and investments. You’ll benefit from our planning-led approach focused on helping you achieve your long-term financial goals while staying compliant with U.S. laws and regulations.
U.S.-Based Wealth Services for Expats
We help American expats and cross-border families optimize their investments, taxes and estate plan to work harder, together.
Swiss Wealth Services
Baseline Wealth Management, Ltd. provides modern financial planning and bespoke portfolio management in the Swiss tradition using non-U.S. custodians and multicurrency portfolios.
Awards & Recognition
Top RIA Firms 2019-2025
Awarded each September based on data from a 12-month period through June 30.
Charitable Champion 2023-2024
Awarded each July based on activities from a 12-month period through December 31.
Top RIA Firms 2025
Awarded each July based on data from a 12-month period through December 31.
By the
Numbers
~$700B
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025.*
625+
CFP® Professionals
90
Countries Served
Latest Articles & Videos
TAKE A CLOSER LOOK
Financial Advice for Your Global Needs
We advise American expats and cross-border families on:
- Currency Risk Management
- Compliance With U.S. Tax Laws (FATCA, FBAR, PFICs, Etc.)
- Tax and Estate Planning Issues Related to Foreign Spouses and Multinational Families
- Use of U.S. and Non-U.S. Pension Plans While Working Abroad
- Planning for Retirement Abroad
- International Tax Planning
- Estate Planning for U.S. Citizens Living Abroad
- Expatriate Insurance for U.S. Citizens
- Education Savings
- Charitable Giving
Stay In Touch
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Ready to Get Started?
If your household has more than $500,000 in U.S.-based investable assets, we'd love to talk about next steps.
Schedule a free, no-obligation meeting with our team today.
