Get Your Free Portfolio Checkup

Ensure your investment strategy and portfolio are aligned with your short- and long-term goals.

A Customized Portfolio for Every Client

No two client portfolios at Creative Planning will look exactly alike. We believe your portfolio should be tied to your financial goals, and the investments therein should give you the highest probability of achieving those goals. When you get a financial checkup from Creative Planning, we’ll review your investment portfolio to uncover hidden fees, assess how it aligns with your goals and risk tolerance, and identify opportunities to optimize your portfolio to help you achieve your version of financial success.


Services for All Elements of Your Financial Life:

Comprehensive Wealth Management

Investment Management

Financial Planning

Retirement Planning

Strategic Tax Planning

Estate Planning and Trusts

Risk Management

Education Planning



Simple, Transparent Fee Structure

We charge a straightforward fee based on the assets we manage on your behalf. This approach helps ensure our interests are aligned with yours. We succeed when you succeed.

  • Comprehensive Wealth Management
  • Money Management and Financial Planning
  • Ongoing Financial Advice
  • Legal and Tax Advice

#1 Ranking

Ranked #1 on RIA Channel’s list of the Top 100 Wealth Managers (2020)*

Over $210 Billion

Combined assets under management and  advisement as of December 31, 2022

50 States and Abroad

Providing financial peace of mind nationwide and across the globe

Learn Why Clients Stay With Creative Planning Year After Year

Hear from President & CEO Peter Mallouk as he explains what makes Creative Planning stand out.

Awards & Recognition


#1 Independent Advisory Firm (2017)*


Named to Top RIA List (2014-2020)*

financialAdvisorMagazine-logo_SLATE 1

Named to Top RIA List (2012-2022)*

“Creative Planning is at the vanguard of a profound shift in finance.”

nyt 1

Why Not Give Your Wealth a Second Look?

© Creative Planning, LLC | All Rights Reserved.