Creative Planning > Press Room > 2025 > 11 Creative Planning Advisors Named to Barron’s 2025 Top 100 Independent Advisors List

11 Creative Planning Advisors Named to Barron’s 2025 Top 100 Independent Advisors List

OVERLAND PARK, Kan., September 15, 2025 – Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), proudly announces that 11 of its wealth managers have been recognized on the 2025 Barron’s Top 100 Independent Advisors list.

The Creative Planning advisors recognized this year are:

  • Brenna Saunders
  • Ryan Swartz
  • Jay Beebe
  • Jessica Culpepper
  • Molly Rothove
  • Timothy Sutton
  • Jerrod Pearce
  • Ken Steeves
  • Brett Broyles
  • Carolyn Frager
  • Andrew Fuller

“Having more than 10% representation on the Barron’s Top 100 Independent Advisors list is a testament to the caliber of professionals we’ve assembled at Creative Planning,” said Peter Mallouk, President and CEO of Creative Planning. “This achievement reflects our team’s unwavering commitment to providing sophisticated wealth management solutions and personalized service to our clients. We’re honored that Barron’s has recognized the exceptional work these advisors do every day.”

The Barron’s Top 100 Independent Advisors is awarded each September, based on data from a 12-month period through June 30. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors.

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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 planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning and its affiliates have more than $370 billion in combined assets under management and advisement across all 50 states and 90 countries as of June 30, 2025. United Capital Financial Advisors is an affiliate of Creative Planning. For more information, visit www.creativeplanning.com.

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