Creative Planning > Personal Wealth

Services for Individuals

Creative Planning brings you a team of in-house expertise – wealth managers, CPAs, estate attorneys and insurance specialists – to ensure every element of your financial plan is working harder, together, so you can enjoy a richer way to wealth.

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Meet with a financial advisor at a location near you

Creative Planning has advisors in just about every major metropolitan area. We look forward to getting to know you.

Awards & Recognition

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Top RIA Firms 2019-2025

Awarded each September based on data from a 12-month period through June 30.

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Best Wealth Management Firms 2026

Ranking released in February 2026, not based on a specific time period.

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Top RIA Firms 2025

Awarded each July based on data from a 12-month period through December 31.