Creative Planning
Creative Planning's Overview
Creative Planning is one of the largest independent wealth management firms in the United States, providing comprehensive financial planning and investment management services to individuals, families, and institutions. Founded in 1983 by Peter Mallouk, the firm offers a wide range of services including retirement planning, estate planning, tax advisory, insurance, and 401(k) services. Creative Planning is known for its client-first approach, fiduciary responsibility, and integrated wealth management solutions, managing and advising on over $300 billion in combined assets under management and advisement as of early 2024.
Where is Creative Planning's Headquarters?
HQ Function
Serves as the central hub for national operations, strategic decision-making, client service support, and development of investment strategies for the firm.
Notable Features:
Located in Lighton Tower, a prominent Class A office building, offering modern facilities and a significant presence in Overland Park's corporate corridor. The space is designed to foster collaboration and provide state-of-the-art resources for its team.
Work Culture:
Emphasizes a client-centric, collaborative, and professional environment. The culture supports continuous learning and a comprehensive approach to wealth management, driven by a fiduciary standard and aiming for excellence in service and advice.
HQ Significance:
The headquarters supports a rapidly expanding national network of offices and advisors, underpinning the firm's growth and commitment to providing integrated financial services across all 50 states. It's the nerve center for a leading firm in the wealth management industry.
Values Reflected in HQ: The headquarters' professional setting, modern infrastructure, and strategic location in a dynamic business hub reflect the firm's commitment to stability, growth, client trust, innovation, and operational excellence.
Location:
Creative Planning is primarily focused on serving clients across all 50 states in the United States, with an extensive network of local offices. While its core operations and physical office locations are concentrated within the USA, the firm provides services that can accommodate U.S. expatriates and clients with international financial interests or assets. Their investment management includes global investment strategies as part of diversified portfolio construction for their clients, reflecting an international perspective in wealth management.
Street Address:
5454 W. 110th Street
City:
Overland Park
State/Province:
KS
Country:
USA
Creative Planning's Global Presence
New York, NY, USA
Address: 500 Park Avenue, New York, NY 10022
Strategic presence in one of the world's largest financial centers, catering to a sophisticated clientele and leveraging local market expertise to deliver tailored financial solutions.
Scottsdale, AZ, USA
Address: 14500 N. Northsight Blvd., Suite 227, Scottsdale, AZ 85260
Caters to a growing population of retirees, entrepreneurs, and affluent individuals in Arizona and the Southwest, offering specialized financial solutions for this diverse demographic.
Chicago, IL, USA
Address: 222 W Adams St, Suite 2825, Chicago, IL 60606
Key location to serve a diverse client base in the Midwest, supporting business owners, executives, and families with complex financial needs, and acting as a hub for regional operations.
Buying Intent Signals for Creative Planning
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Executive Team of Creative Planning
As of April 2025, Creative Planning' leadership includes:
Investors of Creative Planning
Creative Planning has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Creative Planning has continued its dynamic growth trajectory, which includes strategic leadership appointments to enhance specialized divisions and integrate acquired firms. Key hires often align with new service initiatives or expansions into new markets. Publicly announced high-level executive departures are infrequent, with leadership changes more commonly occurring through internal promotions or integrations post-acquisition.
New Appointments:
Technology (Tech Stack) used by Creative Planning
Discover the tools Creative Planning uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Creative Planning Email Formats and Examples
Creative Planning generally utilizes standardized email formats for its employees, typically combining elements of an employee's first and last name with the company domain '@creativeplanning.com'. This consistency facilitates professional communication and outreach.
[first_initial][last]@creativeplanning.com
Format
jdoe@creativeplanning.com
Example
85%
Success rate
News and media
Citywire RIA • January 29, 2024
Creative Planning Acquires Two RIA Businesses from Mesirow
Creative Planning announced the acquisition of Mesirow Financial's Corporate Defined Contribution and Individual Fiduciary & Plan Investment (FPI) advisory practices. This strategic move significantly expands Creative Planning's retirement plan services and institutional client base....more
Barron's • September 18, 2023
Creative Planning Recognized as America's Best RIA Firm by Barron's in 2023
Creative Planning was named the #1 Registered Investment Advisor (RIA) firm in the U.S. by Barron's for 2023 in their annual "Top 100 RIA Firms" list. This recognition highlights the firm's continued growth, client service excellence, and comprehensive approach to wealth management....more
Financial Advisor Magazine • July 17, 2023
Creative Planning Acquires $1B AUM Firm Telarray
Creative Planning continued its active acquisition strategy by purchasing Telarray, a Memphis, Tennessee-based RIA with approximately $1 billion in assets under management. The deal further expands Creative Planning's footprint in the Southeastern United States....more
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