Creative Planning Revenue and Competitors

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Total Funding



Estimated Revenue & Valuation

  • Creative Planning's estimated annual revenue is currently $445M per year.(i)
  • Creative Planning's estimated revenue per employee is $300,300

Employee Data

  • Creative Planning has 1482 Employees.(i)
  • Creative Planning grew their employee count by 12% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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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:



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Creative Planning News

2022-04-13 - Creative Planning Acquires Keystone Wealth With $644M AUM

Creative Planning LLC, a registered investment advisor (RIA) headquartered in Overland Park, Kan., has closed on its first acquisition of...

2022-04-06 - 1 Week, 3 More Deals for Creative Planning

Creative Planning acquires Hatton Consulting. Hatton Consulting works primarily with key executives and managers, business owners, pre-retirees...

2022-04-06 - Creative Planning Announces 3 More RIA Deals

The acquisitive RIA says it has “continued plans for growth throughout 2022.” Creative Planning announced the acquisitions of three more RIAs,...

2021-06-23 - Three Creative Planning Wealth Managers Named to Barron's Top 100 Women Financial Advisors List

OVERLAND PARK, Kan., June 23, 2021 /PRNewswire/ -- Creative Planning LLC ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), is pleased to share today that three of their Wealth Managers, Brenna Saunders, Molly Rothove, and Jessica Culpepper, were named t ...

2020-02-09 - Creative Planning Receives Minority Investment From General Atlantic

Creative Planning, an Overland Park, KS-based independent wealth management company, received a strategic minority investment from General Atlantic. The amount of the deal was not disclosed. Led by Peter Mallouk, Chief Executive Officer, who will continue to lead the business and maintain a ma ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding