OVERLAND PARK, Kan., Sept. 19, 2022 — Creative Planning LLC (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), is pleased to share today that seven of their wealth managers were named to the 2022 Barron’s Top 100 Independent Advisors list: Brenna Saunders, Ryan Swartz, Molly Rothove, Ken Steeves, Jessica Culpepper, Tim Sutton and Jay Beebe.
“I’m thrilled to see these seven wealth managers recognized by Barron’s for their excellence,” said Peter Mallouk, President and CEO of Creative Planning. “Their dedication to our clients is evident in everything they do, from coordinating team-based solutions across investing, taxes, estate planning, and more, to sharing knowledge with our nationwide team so that everyone can benefit from their wisdom. They continually set the example in delivering the best of Creative Planning’s comprehensive wealth management offering to our clients.”
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 also uses a calculated formula to ascertain the final rankings which is comprised of three categories: assets, revenue, and quality of practice.
To learn more about the methodology behind this award, please visit our Important Disclosures page.
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 planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning manages or advises on over $225 billion in assets across all 50 states and 65 countries, as of December 31, 2021.