Creative Planning Surpasses $25 Billion In Assets

LEAWOOD, Kan., May 17, 2017 /PRNewswire/ -- Creative Planning recently surpassed $25 billion in client assets. The registered investment advisor (RIA), which has been recognized repeatedly as one of the top wealth management firms in the U.S., grew from less than $100 million in assets to more than $25 billion in approximately 13 years. 

"At Creative Planning, we pride ourselves on the comprehensive level of service we provide to our clients," said Peter Mallouk, President and Chief Investment Officer, Creative Planning. "Achieving $25 billion in client assets, driven chiefly by organic growth, is a testament to our strong team, investment management process, and commitment to independence."

Creative Planning and Peter Mallouk have been named CNBC's #1 U.S. Wealth Management Firm by CNBC (2015-2016), appeared on Barron's list of the Top 100 Independent Financial Advisors in America (named three times at #1, 2013-2015), and also named #1 to Forbes' 100 Fastest Growing RIAs (2016).

About Creative Planning
Creative Planning is a nationally recognized leader in the wealth management community focused on providing clients with customized investment plans and comprehensive wealth management services. For over 20 years, the Creative Planning team has been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. For more information, visit www.thinkingbeyond.com.

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

SOURCE Creative Planning

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