Creative Planning is a consulting firm that offers wealth management, financial, tax and estate planning services for businesses and individuals.Read more
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.
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.
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
No recent investments found related to Creative Planning