OVERLAND PARK, Kan., Sept. 19, 2023 — Creative Planning LLC (“Creative Planning”), one of the nation’s largest registered investment advisers (RIAs), is pleased to share today that seven of their wealth managers were named to the 2023 Barron’s Top Independent Advisors list: Brenna Saunders, Ryan Swartz, Jessica Culpepper, Jay Beebe, Molly Rothove, Tim Sutton and Ken Steeves.
“I’m thrilled to see these seven wealth managers recognized by Barron’s for their excellence this year,” said Peter Mallouk, President & 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 an 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 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 has more than $245 billion in combined assets under management and advisement as of July 1, 2023.
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/.
