Creative Planning Annual Revenue, Number of Employees, Growth and Funding

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Estimated Revenue & Financials

  • Creative Planning's estimated annual revenue is currently $120.8M per year.
  • Creative Planning's estimated revenue per employee is $196,341

Employee Data

  • Creative Planning has 615 Employees.
  • Creative Planning grew their employee count by 12% last year.
  • Creative Planning currently has 4 job openings.

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 released (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. We are driven to provide our clients with uncluttered, unbiased advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals, maximizing the family's enjoyment of their wealth now and in the future. Additional disclosures regarding awards/rankings can be found at:



Number of Employees


Revenue (est)


Current Jobs


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NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Advisors Excel
Midwest Trust C...
First National ...
HighPointe Fina...
Mid American Cr...
Commerce Broker...
Creative Planni...
RTS Financial

Creative Planning News

09/03/2019 - Creative Planning Lowers Position in Invesco Ltd. (NYSE:IVZ)

Creative Planning reduced its position in shares of Invesco Ltd. (NYSE:IVZ) by 15.1% in the second quarter, according to the company in its ...

09/08/2019 - Creative Planning Has $368,000 Stock Position in Baozun Inc (NASDAQ:BZUN)

Creative Planning lifted its stake in shares of Baozun Inc (NASDAQ:BZUN) by 7.2% in the 2nd quarter, according to the company in its most ...

09/03/2019 - Creative Planning Acquires 1,809 Shares of ProShares UltraPro S&P 500 (NYSEARCA:UPRO)

Creative Planning raised its position in shares of ProShares UltraPro S&P 500 (NYSEARCA:UPRO) by 36.8% in the second quarter, according ...