OVERLAND PARK, Kan., Mar. 25, 2024 — Creative Planning Retirement Services has been recognized by the National Association of Plan Advisors (NAPA) on their 2024 Top DC Advisor Multi-Office Firms list.
“I’m proud of our retirement services group for earning a place on NAPA’s list,” said Peter Mallouk, President and CEO of Creative Planning. “This recognition wouldn’t be possible without the effort and dedication of our team as they continually provide the retirement plan advice and services our clients need to help improve the financial well-being of plan participants. Our retirement team is building something special here at Creative Planning, and I can’t wait to see what they achieve next.”
This is the sixth year that NAPA has compiled their annual list. Recognized firms are selected based on their self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2023, and are required to have more than one office or physical location and more than $1 billion in AUA. The firms that made this year’s list vary in size, number of advisors and geographic location and, when combined, make up about $1.4 trillion in DC assets.
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 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/.
