CREATIVE PLANNING
Creative Planning is featured by Barron’s as the #1 Independent Wealth Management Firm in America by Barron’s (2017). Creative Planning and its President and Chief Investment Officer, Peter Mallouk, are the only firm in history to be recognized by Barron's as their "#1 Independent Advisor in America" for three consecutive years (2013-2015). Creative Planning has also been named as the "#1 Wealth Management Firm in America" by CNBC on the only two rankings the network ever release... d (2014-2015). Creative Planning has been providing wealth management services to high net worth clients since 1983, and currently manages approximately $34 billion for clients in all 50 states and abroad. Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals.
CREATIVE PLANNING
Industry:
Consulting Financial Services
Founded:
1982-10-14
Address:
Leawood, Kansas, United States
Country:
United States
Website Url:
http://www.creativeplanning.com
Total Employee:
251+
Status:
Active
Contact:
(866) 909-5148
Email Addresses:
[email protected]
Total Funding:
0
Technology used in webpage:
SPF Google Tag Manager Domain Not Resolving Global Site Tag Mobile Non Scaleable Content Sitelinks Search Box Microsoft Exchange Online Office 365 Mail IPv6 Microsoft Azure DNS
Similar Organizations
DRW
DRW is a diversified trading firm that combines technology, research, and risk management to capture trading and investment opportunities.
Eleven Ventures
Eleven supports early-stage tech companies from Southeast Europe in Fintech, Healthcare, Future of Work and Future of Food.
FIS Group
FIS Group offers an integrated and comprehensive investment approach.
Hashkey
Hashkey is a digital asset management and finance house.
Moonwhale Ventures
Moonwhale Ventures is providing STO advisory to existing businesses and startups.
Point72
Point72 invests in multiple asset classes and strategies worldwide.
TrueNorth
TrueNorth is a fintech software development company that offers digital solutions for insurance, lending, and wealth management companies.
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-08-17 | Wipfli Financial Advisors | Wipfli Financial Advisors acquired by Creative Planning | N/A |
| 2022-06-10 | Rosen Capital Management | Rosen Capital Management acquired by Creative Planning | N/A |
| 2022-06-01 | Ferris Capital | Ferris Capital acquired by Creative Planning | N/A |
| 2022-04-08 | Heritage Way Advisors | Heritage Way Advisors acquired by Creative Planning | N/A |
| 2022-04-06 | Hatton Consulting | Hatton Consulting acquired by Creative Planning | N/A |
| 2022-04-06 | Keystone Wealth Partners | Keystone Wealth Partners acquired by Creative Planning | N/A |
| 2022-04-05 | Resource Management | Resource Management acquired by Creative Planning | 1.9 B USD |
| 2022-03-29 | Emery & Howard Portfolio Management | Emery & Howard Portfolio Management acquired by Creative Planning | N/A |
| 2022-03-01 | The Doman Group | The Doman Group acquired by Creative Planning | N/A |
| 2022-02-15 | JBJ Invest | JBJ Invest acquired by Creative Planning | N/A |
Investors List
General Atlantic
General Atlantic investment in Seed Round - Creative Planning
Official Site Inspections
http://www.creativeplanning.com Semrush global rank: 996.74 K Semrush visits lastest month: 34.6 K
- Host name: 172.66.41.29
- IP address: 172.66.41.29
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Creative Planning"
About Creative Planning | Leader in Wealth Management
Dec 31, 2024 Creative Planning offers in-house expertise for financial planning and wealth management. The firm was founded in 1983 and is led by CEO Peter Mallouk.See details»
Creative Planning Client Login
Creative Planning clients can log into their wealth management account (Orion Advisor Technology), 401k account, or property and casualty account.See details»
Creative Planning - Wikipedia
Creative Planning was founded in 1983 in Overland Park, Kansas, a suburb of Kansas City, Missouri. The business initially operated as a small division within a larger financial services provider. In 1999, Peter Mallouk began working as an estate planner for the firm and performing other consulting functions in his capacity as an attorney. He acquired Creative Planning in 2004. The division was managing $34 million in assets at the time and had around 30 clients. See details»
Creative Planning - Overview, News & Similar companies - ZoomInfo
Aug 1, 2024 View Creative Planning (www.creativeplanning.com) location in Kansas, United States , revenue, industry and description. Find related and similar companies as well as …See details»
Creative Planning - Crunchbase Company Profile
Creative Planning is exclusive because their strategy for designing your investment portfolio is different.See details»
Creative Planning Company Profile | Management and Employees …
Find contact information for Creative Planning. Learn about their Investment Banking, Finance market share, competitors, and Creative Planning's email format.See details»
Org Chart Creative Planning - The Official Board
The org chart of Creative Planning contains its 12 main executives including Peter Mallouk, Dave Kaye and Jonathan Knapp.See details»
Creative Planning Review 2025 - AdvisorSearch.org
Feb 18, 2025 For our review of Creative Planning, we used regulatory data from the SEC to summarize the disciplinary history and conflicts of interest for the firm.See details»
Creative Planning Overview | SignalHire Company Profile
Creative Planning is a private company that has been in the industry for 40 years. The company currently specializes in the Financial Services, Management Consulting Services areas. The …See details»
creativeplanning.com Reviews: Is this site a scam or legit?
Is creativeplanning.com legit or a scam? Read reviews, company details, technical analysis, and more to help you decide if this site is trustworthy or fraudulent.See details»
Creative Planning Company Overview, Contact Details
Learn more about Creative Planning's company details, contact information, competitors, and more. Find accurate contact data easily with LeadIQ. Book a demo today.See details»
Retirement Foundations | Creative Planning
From managing your company’s retirement plan to providing advisory services for foundations, Creative Planning offers everything you need to improve your organization’s financial status …See details»
Creative Planning - Leadership Team | The Org
The Leadership Team at Creative Planning drives the company's strategic vision, overseeing business development, risk management, and operational efficiencies.See details»
Peter Mallouk - President & CEO - Creative Planning
Peter Mallouk is the President of Creative Planning and its affiliated companies, which provide comprehensive wealth management services to their clients, including investment …See details»
Creative Planning - Leawood, KS Firm Profile - Finance Strategists
Creative Planning is a firm that caters to a diverse range of clients, including individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, …See details»
Creative Planning - Minneapolis, MN Firm Profile
How This Office Can Help Minneapolis, MN Residents Creative Planning provides comprehensive financial planning services to clients in Minneapolis, MN. The firm's team of experienced …See details»
401k & Business Services | Creative Planning
From managing your company’s retirement plan to providing advisory services for foundations, Creative Planning offers everything you need to improve your organization’s financial health .See details»
Creative Planning Review - MagnifyMoney
Kansas-based Creative Planning provides investment management and financial planning. Read our complete review of the firm.See details»
Gretchen Rubin’s Recommendations: Making Organizing Simpler
Mar 17, 2025 From renowned happiness expert and New York Times bestselling author Gretchen Rubin, the “Five Things Making Me Happy” newsletter is one of today’s most popular …See details»
Charity & Nonprofit Services | Creative Planning
A trusted fiduciary that provides comprehensive portfolio management services to endowments, foundations, charities and other nonprofit organizations.See details»