Fiduciary Wealth Management and Family Office Services for Individuals, Families, Businesses and Institutions
Where Wealth Works Together™
Creative Planning Is the Best for
Comprehensive Wealth Management
WSJ | Buyside ranking released in February 2026; not based on a specific time period. *View Disclosure
BEST FOR COMPREHENSIVE WEALTH MANAGEMENT 2026 TEST
Ranking released in February 2026; not based on a specific time period.*
TOP RIA FIRMS 2019 – 2025
Awarded in September; 12-month period ending June 30.*
TOP RIA FIRMS 2025
Awarded in July; 12-month period ending December 31.*
ASSETS UNDER MANAGEMENT AND ADVISEMENT*
States Served, Plus Abroad
*In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2026,
An Integrated Team, Led By
a Dedicated Wealth Manager
Every Detail Designed for You
An evolving plan optimized around your priorities
Negotiating power to unlock exclusive opportunities
Decades of experience serving high-net-worth families
Boutique-level care with same-day responsiveness
Wherever You are, a Dedicated Partner
Serving Clients in All 50 States and 90+ Countries
NEW YORK · LONDON† · GENEVA† · SAN FRANCISCO · KANSAS CITY
CEO Peter Mallouk
Peter has made it his mission to transform the way wealth management works, bringing together what the industry has kept fragmented. This defining approach remains at the core of the company today.
