Creative Planning Email Format

Financial ServicesKansas, United States1001-5000 Employees

Creative Planning is an independent wealth advisory firm in the financial services industry, headquartered at 5454 West 110th Street, Overland Park, Kansas 66211, United States. It and its affiliates manage and advise on approximately $700 billion in combined assets as of December 31, 2025, serving clients in all 50 states and abroad. The firm offers private wealth management and family office services, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning, and other related services, with an in-house team of specialists. It employs between 1,001 and 5,000 people and emphasizes a planning-led approach, pairing wealth managers with in-house tax, estate, and investing specialists to tailor plans. Creative Planning has expanded through acquisitions, including Brightworks Wealth Management in Maryland, Baselinewealth in Switzerland, Duncan & Haley Ltd. in Seattle, and Marshall Financial Group, with leadership appointments in 2026, and is described as one of the nation's largest RIAs.

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