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 to wealth management.
The Creative Planning advisors honored this year are:
- Jessica Culpepper
- Carolyn Frager
- Stacy Lewis
- Stacy Marshall
- Amy Merrill
- Gabrielle Reilly
- Molly Rothove
- Brenna Saunders
“Creative Planning is honored to have these advisors recognized by Forbes on their Top Women Wealth Advisors Best-in-State list. This recognition reflects their commitment to delivering exceptional client service,” said Peter Mallouk, President and CEO of Creative Planning. “Their presence on the Forbes list not only celebrates their individual achievements but also highlights the vital role women play in shaping the future of financial advice.”
The Forbes ranking of America’s Top Women 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 $345 billion in combined assets under management and advisement as of September 30, 2024.
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/.
