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Creative Planning

Overland Park, KS

Website:

https://creativeplanning.com

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Overland Park, KS

Website:

https://creativeplanning.com

Leadership Interview

Company Details

Approximate AUM

$217,399,320,000

Fee model

Fee Only Strict

Number of employees

2100

Custodians

Schwab

National Financial Services

Fidelity

SEI

Description

Creative Planning is a leading independent registered investment advisor founded in 1983 that has grown to become one of the largest RIAs in the United States, employing 1,428 professionals across 102+ offices nationwide while managing over $217 billion in client assets. Headquartered in Overland Park, Kansas, the firm serves high-net-worth individuals, families, business owners, and institutions through a comprehensive wealth management platform that integrates investment management, financial planning, tax strategy, estate planning, and risk management under a single coordinated structure. The firm distinguishes itself through its multidisciplinary team approach, combining credentialed professionals including CFPs, CPAs, attorneys, and insurance specialists to deliver tailored solutions, while its in-house tax and legal capabilities, proprietary technology platform, and open-architecture investment philosophy with fee transparency position it as a market-leading, growth-oriented wealth management platform with national reach and a distinctive client-first value proposition that makes it an attractive partner for merger and acquisition opportunities.

Locations

9820 Westpoint Dr Ste 200 Indianapolis IN 46256

9820 Westpoint Dr Ste 100 Indianapolis IN 46256

950 Houston Northcutt Blvd Ste 101 Mount Pleasant SC 29464

9340 Montgomery Rd Ste 202 Cincinnati OH 45242

920 Cassatt Rd Ste 205 Berwyn PA 19312

9121 Anson Way Ste 200 Raleigh NC 27615

9121 Anson Way Raleigh NC 27615

8444 Westpark Dr Ste 610 Mc Lean VA 22102

8444 Westpark Dr Ste 22102 McLean VA 22102

8110 E Union Ave Ste 180 Denver CO 80237

800 Town and Country Blvd Ste 500 Houston TX 77024

8110 E Union Ave Ste 100 Denver CO 80237

7887 E Belleview Ave Ste 700 Englewood CO 80111

7601 Lewinsville Rd Ste 205 Mc Lean VA 22102

76 Batterson Park Rd Farmington CT 6032

711B Campus Sq W El Segundo CA 90245

7300 College Blvd Ste 400 Overland Park KS 66210

707 Skokie Blvd Ste 375 Northbrook IL 60062

7041 Koll Center Pkwy Ste 275 Pleasanton CA 94566

700 Colonial Rd Ste 120 Memphis TN 38117

6845 Weaver Rd Ste 200 Rockford IL 61114

615 Piikoi St Ste 812 Honolulu HI 96814

630 Dundee Rd Ste 200 Northbrook IL 60062

645 Massachusetts St Ste 300 Lawrence KS 66044

5811 Cedar Lake Rd S Minneapolis MN 55416

5454 W 110th St Leawood KS 66211

5400 W 110th St Leawood KS 66211

530 Oak Ridge Way E West Fargo ND 58078

5090 N 40th St Ste 160 Phoenix AZ 85018

500 W Monroe St Ste 340 Chicago IL 60661

500 W Monroe St Ste 3400 Chicago IL 60661

500 N 1st St Ste 7000 Wausau WI 54403

500 108th Ave NE Ste 1100 Bellevue WA 98004

4890 Owen Ayres Ct Ste 200 Eau Claire WI 54701

5 W Mendenhall St Ste 201 Bozeman MT 59715

4364 Town Center Blvd Ste 203 El Dorado Hills CA 95762

5 Penn Plz Ste 1973 New York NY 10001

469 Security Blvd Green Bay WI 54313

4364 Town Center Blvd Ste 215 El Dorado Hills CA 95762

433 Plaza Real Ste 275 Boca Raton FL 33432

4228 Boulder Ridge Rd Ste 5 Bismarck ND 58503

401 Congress Ave Ste 1100 Austin TX 78701

400 E Rivulon Blvd Ste 106 Gilbert AZ 85297

3957 75th St Aurora IL 60504

3800 American Blvd W Ste 1000 Minneapolis MN 55431

3630 Peachtree Rd NE Ste 300 Atlanta GA 30326

3615 Delgany St Ste 500 Denver CO 80216

3480 Preston Ridge Rd Ste 390 Alpharetta GA 30005

3330 W Esplanade Ave S Ste 509 Metairie LA 70002

3330 University Ave Ste 316 Madison WI 53705

333 Lorton Ave Burlingame CA 94010

327 Walnut Ave Cranford NJ 7016

3221 W Big Beaver Rd Ste 101 Troy MI 48084

3111 Camino Del Rio N Ste 400 San Diego CA 92108

3111 Camino Del Rio N Ste 300 San Diego CA 92108

3101 Bee Caves Rd Ste 310 Austin TX 78746

2501 W Beltline Hwy Ste 401 Madison WI 53713

2350 Mission College Blvd Ste 190 Santa Clara CA 95054

2340 Garden Rd Ste 202 Monterey CA 93940

2100 Ross Ave Ste 1110 Dallas TX 75201

2100 Ross Ave Ste 1200 Dallas TX 75201

1900 Polaris Pkwy Ste 450 Columbus OH 43240

17775 W Bluemound Rd Brookfield WI 53045

170 N Radnor Chester Rd Ste 200 Wayne PA 19087

15303 Ventura Blvd Ste 900 Sherman Oaks CA 91403

1661 International Dr Ste 202 Memphis TN 38120

15303 Dallas Pkwy Ste 460 Addison TX 75001

152 W 57th St Fl 24 New York NY 10019

1515 W 22nd St Oak Brook IL 60523

150 S 5th St Ste 2000 Minneapolis MN 55402

1515 W 22nd St Ste 850 Oak Brook IL 60523

1515 W 22nd St Ste 850W Oak Brook IL 60523

14850 N Scottsdale Rd Ste 225 Scottsdale AZ 85254

1349 Washington Ave Sturtevant WI 53177

1331 N California Blvd Ste 110 Walnut Creek CA 94596

12925 W Dodge Rd Omaha NE 68154

12818 Daylight Cir Saint Louis MO 63131

12760 High Bluff Dr Ste 120 San Diego CA 92130

12760 High Bluff Dr San Diego CA 92130

12595 W Dodge Rd Omaha NE 68154

1222 SE 47th St Ste 112 Cape Coral FL 33904

12100 Meredith Dr Ste 200 Urbandale IA 50323

119 Calloway Dr Macon GA 31204

11325 N Community House Rd Ste 125 Charlotte NC 28277

118 Turnpike Rd Ste 300 Southborough MA 1772

1127 S 2nd Ave Ste A Walla Walla WA 99362

10475 Crosspoint Blvd Ste 320 Indianapolis IN 46256

11120 E Mission Ln Scottsdale AZ 85259

11260 El Camino Real Ste 220 San Diego CA 92130

1013 Centre Rd Ste 220 Wilmington DE 19805

1 Park Plz Ste 700 Irvine CA 92614

1 N Wacker Dr Ste 1700 Chicago IL 60606

Services Offered

Exit Planning / Investment Banking Services

Tax Planning

Family Office Services

Estate Planning

Financial Planning

Portfolio Management

Retirement / Income Planning

Insurance

Tax Preparation

Qualified / Non Qualified Plans

PEO

Recent News

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Match confidence

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video Overview

Getting started

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

Match confidence

N/a

video Overview

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00:53

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AUM Growth

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Technology

Overview

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video Overview

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00:53

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

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Data Room

Investment Management

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Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Show your interest

Ready to show your interest to the buyer?

Fee Only Strict

Schwab

National Financial Services

Fidelity

SEI

Full Acquisition

Exit Planning / Investment Banking Services

Tax Planning

Family Office Services

Estate Planning

Financial Planning

Portfolio Management

Retirement / Income Planning

Insurance

Tax Preparation

Qualified / Non Qualified Plans

PEO

Creative Planning

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Creative Planning's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Creative Planning

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Creative Planning's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Want to know your match confidence with this buyer?