CREATIVE PLANNING
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 release... d (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.
CREATIVE PLANNING
Industry:
Consulting Financial Services
Founded:
1982-10-14
Address:
Leawood, Kansas, United States
Country:
United States
Website Url:
http://www.creativeplanning.com
Total Employee:
251+
Status:
Active
Contact:
(866) 909-5148
Email Addresses:
[email protected]
Total Funding:
0
Technology used in webpage:
SPF Google Tag Manager Domain Not Resolving Global Site Tag Mobile Non Scaleable Content Sitelinks Search Box Microsoft Exchange Online Office 365 Mail IPv6 Microsoft Azure DNS
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Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-08-17 | Wipfli Financial Advisors | Wipfli Financial Advisors acquired by Creative Planning | N/A |
| 2022-06-10 | Rosen Capital Management | Rosen Capital Management acquired by Creative Planning | N/A |
| 2022-06-01 | Ferris Capital | Ferris Capital acquired by Creative Planning | N/A |
| 2022-04-08 | Heritage Way Advisors | Heritage Way Advisors acquired by Creative Planning | N/A |
| 2022-04-06 | Hatton Consulting | Hatton Consulting acquired by Creative Planning | N/A |
| 2022-04-06 | Keystone Wealth Partners | Keystone Wealth Partners acquired by Creative Planning | N/A |
| 2022-04-05 | Resource Management | Resource Management acquired by Creative Planning | 1.9 B USD |
| 2022-03-29 | Emery & Howard Portfolio Management | Emery & Howard Portfolio Management acquired by Creative Planning | N/A |
| 2022-03-01 | The Doman Group | The Doman Group acquired by Creative Planning | N/A |
| 2022-02-15 | JBJ Invest | JBJ Invest acquired by Creative Planning | N/A |
Investors List
General Atlantic
General Atlantic investment in Seed Round - Creative Planning
Official Site Inspections
http://www.creativeplanning.com Semrush global rank: 996.74 K Semrush visits lastest month: 34.6 K
- Host name: 172.66.41.29
- IP address: 172.66.41.29
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
