Named to Top RIAs in America in 2014, 2015, 2016, 2017, and 2018
Profile of Creative Planning with Peter Mallouk
Financial Times 2015
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
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