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 proud of our Retirement Services team, which continues to raise the bar for what plan sponsors and participants should expect from their advisory relationship.”
Creative Planning Retirement Services continues to expand its retirement plan capabilities, offering a wide range of services including plan design, investment advisory, fiduciary support and financial wellness programs. The firm serves a diverse client base spanning publicly traded companies, large private companies (with more than $1 billion in plan assets), small businesses, start-ups, cities, municipalities and housing developments in the government sector.
The NAPA Top DC Advisor Multi-Office Firms list is awarded each March, based on data from a 12-month period through December 31. Recognized firms are selected based on their self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2024, and they 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 more than $2 trillion in DC assets.
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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 $354 billion in combined assets under management and advisement as of December 31, 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/.
