OVERLAND PARK, Kan., March 31, 2026 — Creative Planning, LLC (“Creative Planning”), a leading registered investment advisor, is pleased to announce that 17 of its wealth managers have been named to Barron’s 2026 Top 1500 Financial Advisors by State list.
“Having 17 advisors recognized by Barron’s reflects the exceptional talent and dedication of our team,” said Peter Mallouk, President and CEO of Creative Planning. “These advisors combine deep financial expertise with an unwavering commitment to client success, designing integrated financial strategies that help clients achieve their most important financial goals. This recognition celebrates their achievements, their leadership and the meaningful outcomes they deliver every day. I’m proud to work alongside this exceptional team.”
The Creative Planning advisors recognized this year are:
- Brenna Saunders – Kansas
- Jay Beebe – Kansas
- Timothy Sutton – Kansas
- Jessica Culpepper – Kansas
- Ryan Swartz – Nebraska
- Ken Steeves – Connecticut
- Travis Bezella – Minnesota
- Carlos Lopez – Washington
- Andrew Fuller – California
- Molly Rothove – Kansas
- Jerrod Pearce – Kansas
- Carolyn Frager– Kansas
- Brett Broyles– Kansas
- Tamara Lowenberg – Kansas
- Nicholas Karabas – Kansas
- John Baker – Kansas
- Benjamin Hayes – Wisconsin
Barron’s Top 1,500 Financial Advisors by State list is published each March, based on data from a 12-month period through September 30. Barron’s published its first advisor ranking in 2004 to “shine a spotlight on the nation’s best wealth managers and raise the bar for industry standards.” The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance. Barron’s uses a formula to ascertain the final rankings that’s composed of three categories: assets, revenue and quality of practice.
About Creative Planning
Creative Planning, LLC is an independent wealth management firm that provides a financial planning-led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as business services and institutional money management. Creative Planning and its affiliates have approximately $700 billion in assets under management or advisement as of December 31, 2025. SageView Advisory Group, United Capital Financial Advisors and Baseline Wealth Management Ltd. are affiliates of Creative Planning.
Third-party rankings should not be construed as a guarantee that a certain level of results will be experienced if Creative Planning is engaged, or constitutes to be engaged, to provide investment advisory services. Creative Planning never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Additional important disclosure information about our industry recognition may be found at https://creativeplanning.com/important-disclosure-information/.
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