OVERLAND PARK, Kan., July 21, 2025 – Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), proudly announces that four of its wealth managers have been recognized on the 2025 Barron’s Top 100 Women Financial Advisors list.
The Creative Planning advisors recognized this year are:
“These exceptional women represent the very best of our industry and exemplify Creative Planning’s commitment to delivering outstanding client service,” said Peter Mallouk, President and CEO of Creative Planning. “Their inclusion on the Barron’s Top Women Financial Advisors list reflects their dedication to helping clients achieve their financial goals. We’re incredibly proud to have such talented professionals as part of our team.”
Barron’s 2025 Top Women Financial Advisors is awarded each July, based on data from a 12-month period through March 31. 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 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.
