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BLOOMBERG WEALTH›Company Profile
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Independent RIA / North America / 2026 Rank #23

Creative Planning

Profile updated · Provider data retains its stated source date

Creative Planning is covered as a independent ria with North America coverage. The current profile maps 6 service categories, including Advisory, ETFs/Funds, Fixed Income, Retirement, Tax/Estate, among others. Use the official provider link to verify current eligibility, service availability, product terms and jurisdiction-specific access.

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OverviewProducts & ServicesReviewsRankingsAwardsNews & ResearchSources & Contact
InstitutionIndependent RIA
RegionNorth America
Client minimumContact firm
Mapped capabilities6/14
2026 rank#23
Institution typeIndependent RIA
Primary coverageNorth America
Client focusAffluent families, business owners, retirees and corporate retirement-plan clients.
Access modelRelationship-based wealth-management access
Published minimum / thresholdContact firm
2026 Global Wealth rank#23
Ownership / modelOwnership / operating structure not separately mapped in current profile.
Scale / AUMNot publicly disclosed in current profile
HeadquartersNot publicly disclosed / verify with provider
Custody modelCustody model not publicly disclosed in current profile; verify contracting entity and custodian directly.
Reporting modelReporting cadence and consolidated-reporting capabilities should be verified directly with the provider.
Capabilities mapped6/14
Institutional positioning

Large independent RIA delivering integrated financial planning and investment management across a broad U.S. client base.

Centralized investment management combined with planning, tax, estate and business-owner advisory capabilities.

Primary client profile

Who the platform serves

Affluent families, business owners, retirees and corporate retirement-plan clients.

Investment architecture

How portfolios are approached

Portfolio access centered on funds, ETFs, models or managed investment solutions.

Planning model

Planning & structuring

Retirement planning · Tax / estate planning

Institutional due diligence profile

Service architecture

Portfolio & Investments
Advisory · ETFs/Funds · Fixed Income
3 mapped
Planning & Wealth Structuring
Retirement · Tax/Estate
2 mapped
Digital & Sustainable
Digital
1 mapped

Detailed service coverage

DiscretionaryNo dedicated discretionary capability is currently mapped in this editorial profile. Availability should be confirmed directly with Creative Planning.
Verify
AdvisoryAdvice-led relationships where the client retains decision authority and receives portfolio recommendations.
Mapped
ETFs/FundsFund, ETF, model-portfolio or pooled-investment implementation within the mapped platform.
Mapped
Fixed IncomeBond, credit, income or fixed-income portfolio capabilities within the current service map.
Mapped
AlternativesNo dedicated alternatives capability is currently mapped in this editorial profile. Availability should be confirmed directly with Creative Planning.
Verify
Private MarketsNo dedicated private markets capability is currently mapped in this editorial profile. Availability should be confirmed directly with Creative Planning.
Verify
LendingNo dedicated lending capability is currently mapped in this editorial profile. Availability should be confirmed directly with Creative Planning.
Verify
RetirementRetirement accumulation, income, withdrawal or distribution planning where mapped.
Mapped
Tax/EstateTax-aware planning, estate coordination, trust or legacy capabilities where mapped.
Mapped
Family OfficeNo dedicated family office capability is currently mapped in this editorial profile. Availability should be confirmed directly with Creative Planning.
Verify
Structured ProductsNo dedicated structured products capability is currently mapped in this editorial profile. Availability should be confirmed directly with Creative Planning.
Verify
Cash ManagementNo dedicated cash management capability is currently mapped in this editorial profile. Availability should be confirmed directly with Creative Planning.
Verify
DigitalDigital portal, reporting, mobile, planning or client-service technology capability where mapped.
Mapped
Sustainable/ImpactNo dedicated sustainable/impact capability is currently mapped in this editorial profile. Availability should be confirmed directly with Creative Planning.
Verify

Distinctive capabilities

Business-owner planning

This capability is identified as a distinguishing feature in the current Creative Planning profile and should be evaluated alongside fees, implementation and jurisdiction.

Retirement plans

BLOOMBERG WEALTH maps this as one of the institution's principal areas of differentiation within its current service architecture.

Integrated advice

For prospective clients, the practical question is how this capability is delivered, priced and coordinated with the rest of the relationship.

National RIA scale

This capability is identified as a distinguishing feature in the current Creative Planning profile and should be evaluated alongside fees, implementation and jurisdiction.

Portfolio & planning intelligence

Private markets & alternatives

No alternatives/private-markets capability currently mapped.

Family-office capability

No dedicated family-office capability currently mapped.

Banking, credit & liquidity

No banking/credit capability currently mapped.

Digital & reporting

Digital capability mapped; specific portal, reporting and mobile functionality should be verified with provider. Reporting cadence and consolidated-reporting capabilities should be verified directly with the provider.

Sustainable / impact

No sustainable / impact capability currently mapped.

Access model

Relationship-based wealth-management access Current threshold: Contact firm