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 advisory firm (registered in 2005) that acts as a capital allocator for both individual/family and institutional clients. The firm provides portfolio management for individuals, small businesses and institutional entities, offers pension consulting and selects other advisers when appropriate, and runs educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm identifies as an active ESG investor and directs client assets across public funds, third-party managers and selected alternative allocations. The firm has received external recognition: named among America's Top RIA Firms by Forbes in 2023 and 2024, and included on AdvisorHub’s "50 RIA Firms to Watch" list in 2026.