OVERLAND PARK, Kan., August 8, 2024 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), is excited to announce that five of our wealth advisors have been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2024. This accolade highlights the exceptional talent and dedication these advisors bring to the future of wealth management.
The Creative Planning advisors honored this year are:
- Carolyn Frager
- Gabrielle Reilly
- Andy Gryszowka
- Jerrod Pearce
- Stacy Marshall
“Creative Planning is proud of our advisors recognized by Forbes on their Top Next-Gen Wealth Advisors list. This recognition is a testament to their innovative thinking and commitment to client service excellence,” said Peter Mallouk, President and CEO of Creative Planning. “I look forward to seeing these five advisors continue to shape the future of financial advisory while helping our clients achieve their goals.”
The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, learned through telephone, virtual and in-person due diligence interviews, and quantitative data, such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience and focuses on those that encompass best practices in their approach to working with clients.
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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 affiliate United Capital have more than $300 billion in combined assets under management and advisement as of December 31, 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/.
