2025

OVERLAND PARK, Kan., August 8, 2025 — Eleven team members from Creative Planning Retirement Services were recently named to PLANADVISER’s 2025 Emerging Leaders list. This recognition celebrates the next generation of leaders across the retirement plan advisement space and includes professionals from firms nationwide. Creative Planning celebrates the following individuals: “Having 11 team members selected as … Read more

OVERLAND PARK, Kan., August 6, 2025 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), is excited to announce that five of its wealth advisors have been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2025. This accolade highlights the exceptional talent and dedication these advisors bring … Read more

Watch Creative Planning President and CEO Peter Mallouk on CNBC’s Power Lunch as he discusses the current state of the markets and addresses breaking news during his live interview.

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 … Read more

OVERLAND PARK, Kan., July 15, 2025 – Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced the acquisition of Mosaic Pacific, a well-established financial advisory practice serving clients throughout Hawaii. The transaction closed on June 30, 2025, bringing approximately $430 million in assets under management to Creative Planning. Founded in 2014, … Read more

The market rewards patience. Creative Planning President and CEO Peter Mallouk discusses the recent market rebound and why long-term structural factors matter more than short-term, event-driven narratives. Plus, get his practical take on the Moody’s downgrade.

OVERLAND PARK, Kan., May 1, 2025 – Creative Planning is proud to announce that Peter Mallouk, the firm’s President and CEO, has received the Tiburon CEO Summit Award. This award recognizes Mallouk’s contributions to the wealth management industry through his client-first approach and innovative leadership. The Tiburon CEO Summit Awards were established in 2009 and … Read more

OVERLAND PARK, Kan., April 15, 2025 – Creative Planning, one of the nation’s largest registered investment advisors (RIAs), is pleased to announce that Monterey Private Wealth, a renowned financial advisory firm based in Monterey, California, has joined Creative Planning. The alliance, which officially took effect on March 31, 2025, strengthens Creative Planning’s West Coast presence … Read more

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