Press Room / The Latest Creative Planning Stories

June 18, 2015

Financial Times

Named to Top RIAs in America in 2014, 2015, 2016, 2017, and 2018

Profile of Creative Planning with Peter Mallouk

Financial Times 2015

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Disclosures
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.

Ignites Research (FT affiliate) created the methodology and ranked the advisers.
– Advisory practices reporting $300 or more in assets under management were allowed to apply.
– The FT then scored candidate firms on six criteria: AUM, AUM growth rate, years in existence, advanced industry credentials, online accessibility and compliance records.
For additional information on criteria and rankings, click here

For additional important disclosures, please visit: /important-disclosure-information/

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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING