2025

OVERLAND PARK, Kan., April 8 2025 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), proudly announces that 15 wealth managers have earned spots on the Forbes 2025 Best-in-State Wealth Advisors list. This recognition highlights their outstanding client service, industry expertise and leadership in wealth management. The Creative Planning wealth … Read more

OVERLAND PARK, Kan., March 25, 2025 — Creative Planning Retirement Services has been recognized by the National Association of Plan Advisors (NAPA) on their 2025 Top DC Advisor Multi-Office Firms list. NAPA’s recognition highlights Creative Planning’s position at the forefront of retirement plan advisory services,” said Peter Mallouk, President and CEO of Creative Planning. “I’m incredibly … Read more

OVERLAND PARK, Kan., March 21, 2025 — 13 managing directors from Creative Planning Retirement Services were recently named to PLANADVISER’s 2025 Top Retirement Plan Advisers list. This industry recognition included more than 245 advisers nationwide and was based on number of plans and total assets under advisement. “Congratulations to the members of our Retirement Services team … Read more

OVERLAND PARK, Kan., March 10, 2025 — Creative Planning, LLC (“Creative Planning”), a leading registered investment advisor, is pleased to announce that eight wealth managers have been named to Barron’s 2025 Top 1200 Financial Advisors list. “Having eight advisors recognized by Barron’s speaks to the depth of talent and expertise within Creative Planning,” said Peter Mallouk, … Read more

OVERLAND PARK, Kan., February 18, 2025 / — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced the acquisition of Maxwell Wealth Strategies. Based in Pleasanton, California, Maxwell Wealth Strategies has been a trusted partner to clients seeking financial planning guidance since 2015. The deal was finalized on January 17, 2025. … Read more

OVERLAND PARK, Kan., February 11, 2025 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), is proud to announce that eight of our wealth advisors have been named to the Forbes Top Women Wealth Advisors Best-in-State list for 2025. This recognition celebrates the exceptional leadership and expertise these advisors bring … Read more

OVERLAND PARK, Kan., January 14, 2025 / — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced the acquisition of Krivoshein | McDaniels Financial, an RIA based in Walla Walla, Washington. The acquisition, finalized on October 31, 2024, brings six dedicated wealth management professionals from Krivoshein | McDaniels Financial into the … Read more

OVERLAND PARK, Kan., January 7, 2025 / — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced the acquisition of Kowal Investment Group, an RIA based in Brookfield, Wisconsin. Kowal Investment Group has been advising individuals and families on their financial needs for more than 37 years. The deal closed on … Read more