OVERLAND PARK, Kan., September 16, 2024 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), has eight of its wealth managers named to the 2024 Barron’s Top 100 Independent Advisors list.
Peter Mallouk, President and CEO of Creative Planning, commented, “This recognition reflects the expertise and steadfast dedication these wealth managers bring to helping our clients achieve their goals, and I offer my heartfelt congratulations on their achievement.”
Barron’s recognized the following wealth managers:
- Brenna Saunders
- Ryan Swartz
- Jay Beebe
- Jessica Culpepper
- Timothy Sutton
- Molly Rothove
- Ken Steeves
- Jerrod Pearce
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.
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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/.
