CREATIVE PLANNING

RIASEC RegisteredEst. 1983

Total AUM

$296B

Discretionary

$292B

99% of AUM

Avg account

$923K

Accounts

320,323

Employees

1,650

Advisory reps

1,135

Firm details

Headquarters: OVERLAND PARK, Kansas
CRD number: 105348
Registered since: March 18, 1983
Website: creativeplanning.com
Custodians: CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.64%
Pension & Profit Sharing Plans32.49%
Individuals6.61%
Corporations / Businesses2.41%
Charitable Organizations1.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Creative Planning operates as an independent registered investment adviser organized as a limited liability company and has been SEC-registered since 1983. The firm serves both individual and family clients as well as institutional accounts, charging fees on a percentage-of-AUM basis alongside hourly and fixed-fee arrangements. Its advisory offerings span comprehensive financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional and business portfolios, pension consulting, selection of third‑party advisers, and investor education programs. The firm reports activity as an ESG investor and lists relationships with other investment advisers, trust companies, accounting and law firms, insurance providers, and pension consultants. Creative Planning has accumulated repeated industry recognition, including multiple placements on Barron’s Top 100 RIA Firms (2021–2025), several Citywire “50 Growers Across America” mentions (2020–2025), Financial Times and FA Magazine listings in 2020, and a 2026 AdvisorHub mention among “50 RIA Firms to Watch.”