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.
Standardized profile provenance
| Profile element | Source / status | Notes |
|---|---|---|
| Institution positioning | Editorial profile summary | Based on current service map and provider access points. |
| Client focus | Profile data | Mapped from institution type, market positioning and current coverage. |
| Geographic coverage | Profile data | North America |
| Client minimum / threshold | Provider/profile data | Contact firm |
| Products & capabilities | Editorial capability map | 6 of 14 categories mapped. |
| Rankings & awards | BLOOMBERG WEALTH editorial | Overall rank #23 |
| Client reviews | Published Sanity reviews | 4.6/5 across 44 published reviews |
| Official website | Provider source | https://creativeplanning.com/ |
| Awards | BLOOMBERG WEALTH editorial | Winner: Best Independent RIA · Finalist: Best Fiduciary Wealth Management Offering |
Profile focus
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.