Creative Planning Institutional Advisors, LLC

RIASEC RegisteredEst. 2005

Total AUM

$37.5B

Discretionary

$37.5B

100% of AUM

Avg account

$28.8M

Accounts

1,301

Employees

195

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 126777
Registered since: May 31, 2005
Website: www.sageviewadvisory.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans95.01%
State / Municipal Government3.5%
HNWI1.25%
Individuals0.15%
Corporations / Businesses0.1%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Creative Planning Institutional Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2005. The firm positions itself as a capital allocator serving both high‑net‑worth individuals and families as well as institutional clients. Its billing mixes percentage‑of‑AUM fees with hourly and fixed‑fee arrangements. Core advisory services include discretionary portfolio management for individuals and for businesses or institutions, pension consulting and the selection of outside managers, and educational seminars. The firm also identifies as an active ESG investor. Creative Planning Institutional Advisors has been recognized in industry lists, including Forbes’ Top RIA Firms (2023 and 2024) and AdvisorHub’s 50 RIA Firms to Watch (2026).