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Creative Planning

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Peter Mallouk's photo - President & CEO of Creative Planning

President & CEO

Peter Mallouk

CEO Approval Rating

94/100

Founded:

1983

Status:

PrivateIndependent Company

Est. Annual Revenue
$93.2M
Agree?
Est. Employees
540
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CREATIVE PLANNING TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

Creative Planning's company profile
Peter Mallouk's photo - President & CEO of Creative Planning

Peter Mallouk

President & CEO

94/100
540
$0
$93.2M
View Profile
1
Creative Planning's Competitor - Bel Air logo
David Sadkin's photo - President of Bel Air

David Sadkin

President

90/100
43
- -
$12.5M
View Profile
2
Creative Planning's Competitor - TC Wealth Partners logo
William M. Giffin's photo - CEO of TC Wealth Partners

William M. Giffin

CEO

88/100
29
- -
$9M
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3
Creative Planning's Competitor - Equity Planning logo
Marc S. Schliefer's photo - President & CEO of Equity Planning

Marc S. Schliefer

President & CEO

87/100
70
$1M
$21M
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4
Creative Planning's Competitor - WMG logo
Craig G. Bolanos Jr.'s photo - Co-Founder & CEO of WMG

Craig G. Bolanos Jr.

Co-Founder & CEO

90/100
38
- -
$11.8M
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5
Creative Planning's Competitor - Compass Financial Partners logo
Kathleen Kelly's photo - Managing Partner of Compass Financial Partners

Kathleen Kelly

Managing Partner

90/100
18
$150K
$4.5M
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6
Creative Planning's Competitor - Stafford Financial logo
Daniel G. Stafford's photo - President & CEO of Stafford Financial

Daniel G. Stafford

President & CEO

90/100
30
- -
$2.1M
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7
Creative Planning's Competitor - Segall Bryant  Hamill LLC logo
Philip L. Hildebrandt's photo - CEO of Segall Bryant  Hamill LLC

Philip L. Hildebrandt

CEO

89/100
150
- -
$30M
View Profile
8
Creative Planning's Competitor - Bailard logo
Sonya Thadhani Mughal's photo - CEO of Bailard

Sonya Thadhani Mughal

CEO

90/100
67
- -
$25M
View Profile
9
Creative Planning's Competitor - The Waterford Group logo
Brian P. Costello's photo - CEO of The Waterford Group

Brian P. Costello

CEO

90/100
15
- -
$5M
View Profile
10
Creative Planning's Competitor - MACRO logo
Mark Cortazzo's photo - Founder of MACRO

Mark Cortazzo

Founder

90/100
24
$350K
$5.7M
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11
Creative Planning's Competitor - Oakwood Capital Management logo
Bruce Mandel's photo - President & CEO of Oakwood Capital Management

Bruce Mandel

President & CEO

90/100
14
- -
$4.7M
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12
Creative Planning's Competitor - Giordano Wealth Management logo
Chris Giordano's photo - Founder of Giordano Wealth Management

Chris Giordano

Founder

90/100
13
- -
$2.1M
View Profile

Missing a competitor? Contribute!

Bel Air is the top competitor of Creative Planning. Bel Air was founded in 1997, and its headquarters is in Los Angeles, California. Bel Air is in the Investment Banking & Brokerage field. Bel Air has 497 fewer employees than Creative Planning.

TC Wealth Partners is seen as one of Creative Planning's top competitors. TC Wealth Partners was founded in Downers Grove, Illinois} in 1993. TC Wealth Partners operates in the Asset & Investment Management industry. Compared to Creative Planning, TC Wealth Partners generates $84.2M less revenue.

Equity Planning is Creative Planning's #3 rival. Equity Planning's headquarters is in Bethesda, Maryland, and was founded in 1963. Equity Planning is in the Asset & Investment Management industry. Equity Planning generates 22% of Creative Planning's revenue.

Creative Planning Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Sullivan Bruyette Speros & Blayney

May 2021

Source »
undisclosed
-
Castle Wealth Advisors, LLC

Apr 2021

Source »
undisclosed
Castle is an Indiana-based financial advisory firm that provides services such as retirement planning, investment management and tax advice for individuals and businesses.

-

Retirement Division Business of Northbrook IRON Financial

Feb 2021

Source »
undisclosed
-
TrueWealth, LLC

Sep 2020

Source »
undisclosed
Truewealth is a consulting firm that offers financial planning, wealth advisory and investment management services for individuals and businesses.
Miller Financial Management, LLC

Aug 2020

Source »
undisclosed
Miller Financial provides investment management, financial planning and tax preparation services for individuals and businesses.

These are all the companies that Creative Planning has acquired. Creative Planning has acquired 15 companies and its latest acquisition was Sullivan Bruyette Speros & Blayney in May 2021.

Creative Planning Funding History

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Equity
Feb 2020
--

Since Creative Planning was founded in 1983, it has participated in 1 round of funding. In total Creative Planning has raised $0. Creative Planning's funding round was on Feb 2020 for a total of $0

Creative Planning Investments

No recent investments found related to Creative Planning

Creative Planning News

March 9, 2021The Business Journals: Kansas City

Creative Planning offers company equity to select employees

It's the first time Creative Planning Inc., which has been on an acquisition spree, is offering an op... See more »
February 4, 2021The Business Journals: Kansas City

Creative Planning's biggest acquisition yet adds $6B in assets

Creative Planning acquired $6 billion in retirement assets from Iron Financial, more than the firm ad... See more »
February 4, 2021Markets Insider

Creative Planning Acquires Retirement Plan Division of IRON Financial

OVERLAND PARK, Kan., Feb. 4, 2021 /PRNewswire/ -- Creative Planning Inc. ('Creative Planning'), one o... See more »
January 11, 2021The Business Journals: Kansas City

Creative Planning sells its employee benefits business, acquires property and casualty unit

Creative Planning sold Creative Planning Benefits LLC to USI Insurance Services. At the same time, it... See more »
November 20, 2020PageOne

Creative Planning buys more stakes in Palantir

(Ticker Report) - Creative Planning purchased a new position in...The post Creative Planning buys mor... See more »
September 8, 2020The Business Journals: Kansas City

Creative Planning breaks ground on third office building on Overland Park campus

Developer VanTrust Real Estate LLC and design-builder Burns & McDonnell are completing the Creative C... See more »
September 4, 2020The DI Wire

Creative Planning Buys $1.6 Billion Atlanta-Based RIA in Largest Deal Yet

Creative Planning Inc., one of the nation's largest registered investment advisers, has purchased Tru... See more »

Creative Planning Blogs

Creative Planning Press Releases

April 9, 2020PR Newswire

Creative Planning Acquires Coe Financial Services

OVERLAND PARK, Kan., April 9, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one ... See more »
January 22, 2020PR Newswire

Creative Planning Acquires Stratford Consulting

OVERLAND PARK, Kan., Jan. 22, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one ... See more »
September 16, 2019StreetInsider

Five Creative Planning Advisors Named to Barron's Ranking of Top 100 Independent Wealth Advisors

OVERLAND PARK, Kan., Sept. 16, 2019 /PRNewswire/ -- Creative Planning advisors earned five spots on t... See more »
May 29, 2019PR Newswire

Creative Planning Clarifies Circumstances of Mutual Parting with Tony Robbins

OVERLAND PARK, Kan., May 29, 2019 /PRNewswire/ -- This statement is intended to clarify and correct t... See more »

Creative Planning Videos

December 6, 2019Creative Planning Youtube Channel

"Episode 50 - Stretching the Limits of Gifting" on YOUTUBE

December 2, 2019Creative Planning Youtube Channel

"Episode 10 - What We've Learned in 2019" on YOUTUBE

November 29, 2019Creative Planning Youtube Channel

"1000 Miles Episode 49" on YOUTUBE

Social Media

Creative Planning Headquarters

5454 W 110th Street

Overland Park, Kansas66211

1-866-273-2848

Driving Directions »

Trending Companies

Creative Planning Summary

ABOUT

Overview

Creative Planning is a consulting firm that offers wealth management, financial, tax and estate planning services for businesses and individuals. Creative Planning was founded in 1983. Creative Planning's headquarters is located in Overland Park, Kans...

CEO

Creative Planning's President & CEO, Peter Mallouk, currently has an approval rating of 94%. Creative Planning's primary competitors are Bel Air, TC Wealth Partners & Equity Planning.

Frequently Asked Questions about Creative Planning

  1. When was Creative Planning founded?

    Creative Planning was founded in 1983
  2. Who is Creative Planning's CEO?

    Creative Planning's CEO is Peter Mallouk
  3. How much revenue does Creative Planning generate?

    Creative Planning generates $93.2M in revenue
  4. How much funding does Creative Planning have?

    Creative Planning has historically raised $0 in funding
  1. Where is Creative Planning's headquarters?

    Creative Planning's headquarters is in Overland Park Kansas, USA
  2. How many employees does Creative Planning have?

    Creative Planning has 540 employees
  3. What sector does Creative Planning operate in?

    Creative Planning is in Management Consulting Services
  4. Who are Creative Planning's competitors?

    Creative Planning's top competitors are Bel Air, TC Wealth Partners, Equity Planning