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Creative Planning Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Views: 950 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Creative Planning, registered in 1983, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 369 advisors. Creative Planning manages $47.9 billion and provides investment advisory services for 33,192 clients (1:90 advisor/client ratio).


Firm Information Value
Overall Rating
Minimum Investment No data
Average Client Balance $1,443,725
Total AUM $47.9 billion
Advisor / Client Ratio 1:90
Headquarters Overland Park, KS
SEC Filings View SEC IAPD CRD #105348
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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