Creative Planning Passes $100 Billion in AUM

OVERLAND PARK, Kan., Nov. 3, 2021 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisors ("RIA"), today announced that it has surpassed $100 billion in assets under management.

"Clients want to work with independent professionals that are looking out for their financial goals and interests," said Creative Planning Chief Executive Officer Peter Mallouk. "By reaching this benchmark, we are leading the industry into a new era in wealth management." Creative Planning is the first national RIA to offer family office services at scale, bringing investment management, financial planning, legal, tax and trust services to its clients. In a field dominated by serial acquirers, Creative Planning's growth has been mostly organic: one client at a time.

In 2004, Mallouk bought out Creative Planning, originally founded in 1983, and reregistered it as an independent wealth management firm and registered investment advisor. Today, Creative Planning serves clients in all 50 states and in 65 countries.

Over the past 20 years, the number of RIAs has grown at a steady pace. According to a recent report, the total number of firms registered with the Securities and Exchange Commission in 2021 hit a record high of 13,880—an increase of 386 firms, or a 2.9% boost over last year.

About Creative Planning

A visionary in the wealth management space, Creative Planning is an independent wealth management firm that was the first to provide a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management all in one firm and at scale. Creative Planning manages over $100 billion in assets across all 50 states and overseas.

Media Contact: 
Jami Schlicher 
JConnelly  
(973) 850-7309 
[email protected]

SOURCE Creative Planning

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