Firm honored for growth & leadership in the wealth management industry
OVERLAND PARK, Kan., Sept. 8, 2020 /PRNewswire/ — Creative Planning LLC. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), has been named No. 1 on RIA Channel®‘s 2020 Top 100 Wealth Managers List.
RIA Channel ranked the firms in this year’s listing based on proprietary criteria and data. Rankings are based on an RIA firm’s size and growth of assets, as reported to the U.S. Securities and Exchange Commission (“SEC”) as of June 30, 2020. Regulatory data, organic research, and advisor surveys from RIA Database were also harnessed to compile this year’s Top 100 Wealth Managers List. For more information, please visit https://www.riachannel.com/top-100-wealth-manager-list-2020/.
Peter Mallouk, Chief Executive Officer of Creative Planning, said, “We are humbled and hon