SEC-registered independent wealth management RIA
Creative Planning
As of its Form ADV filed July 10, 2026, Creative Planning, an SEC-registered independent wealth management RIA in Overland Park, Kansas, reported $295.6 billion in regulatory assets under management across 320,323 accounts, ranking #1 among independent RIAs in Kansas by assets.
Registration
- Main office
- Overland Park, KS
- Registration
- SEC-registered, Approved
- CRD number
- 105348
- SEC file number
- 801-18564
- Registered since
- March 18, 1983
- Latest Form ADV filing
- July 10, 2026
- Legal name
- CREATIVE PLANNING, LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 150
Key figures
- Regulatory assets under management
- $295.6 billion
- Discretionary
- $291.9 billion (98.8%)
- Non-discretionary
- $3.6 billion
- Accounts
- 320,323 (317,512 discretionary)
- Clients
- 102,065, approximate as reported
- Employees
- 1,650
- Advisory staff
- 1,538 performing investment advisory functions
- Average account
- $922,721
- Asset growth, 1 year
- 36.0% (from $217.4 billion a year earlier)
- Asset growth, 3-year annual rate
- 23.9% (from $155.3 billion three years earlier)
- Asset growth, 5-year annual rate
- 26.8% (from $90.0 billion five years earlier)
- Client growth, 1 year
- 20.3% (from 84,863)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Kansas | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #3 | #1 | $295.6 billion |
| Fastest-growing independent RIAs over one year | #679 | #13 | 36.0%from $217.4 billion |
| Fastest-growing independent RIAs over three years | #1,010 | #22 | 23.9%from $155.3 billion |
| Fastest-growing independent RIAs over five years | #293 | #8 | 26.8%from $90.0 billion |
| Independent RIAs with the biggest asset gains over one year | #3 | #1 | $78.2 billion |
| Independent RIAs with the most clients | #16 | #2 | 102,065 |
| Independent RIAs with the fastest client growth over one year | #734 | #15 | 20.3%from 84,863 |
| Independent RIAs with the most accounts | #8 | #1 | 320,323 |
| Independent RIAs with the most advisory staff | #3 | #1 | 1,538 |
| Independent RIAs with the most high net worth clients | #3 | #1 | 39,511 |
| Independent RIAs with the most CFP professionals | #1 | #1 | 658 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $1.3 billion |
| October 3, 2011 | $2.3 billion |
| October 1, 2012 | $4.6 billion |
| October 1, 2013 | $7.8 billion |
| October 1, 2014 | $12.0 billion |
| October 1, 2015 | $15.5 billion |
| October 3, 2016 | $20.7 billion |
| October 2, 2017 | $28.0 billion |
| October 1, 2018 | $37.0 billion |
| October 1, 2019 | $43.4 billion |
| October 1, 2020 | $49.4 billion |
| October 4, 2021 | $90.0 billion |
| October 3, 2022 | $133.8 billion |
| October 5, 2023 | $155.3 billion |
| October 1, 2024 | $175.3 billion |
| September 2, 2025 | $217.4 billion |
| October 2, 2026 | $295.6 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 39,511 clients | $164.4 billion | |
| Pension and profit sharing plans 10,861 clients | $96.0 billion | |
| Individuals (other than high net worth) 47,540 clients | $19.5 billion | |
| Corporations or other businesses 1,847 clients | $7.1 billion | |
| Charitable organizations 335 clients | $4.1 billion | |
| State or municipal government entities 199 clients | $3.4 billion | |
| Pooled investment vehicles 5 clients | $922.0 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting
- Selection of other advisers
- Educational seminars or workshops
Financial planning clients (Item 5.H): 32550.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Other investment adviser
- Trust company
- Accountant or accounting firm
- Lawyer or law firm
- Insurance company or agency
- Pension consultant
Advises 5 private funds (Item 7.B).
Custody (Item 9)
The firm reported custody of client cash or securities, $15.7 billion in total.
Investment adviser representatives
- IARs registered with the firm
- 1,176
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 1,079
Designations held by the firm's IARs: CFP 658, CFA 55, ChFC 26, PFS 13.
Between 117 and 498 of the firm's 1,176 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 3 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Kansas
| Firm | City | RAUM |
|---|---|---|
| Mariner | Overland Park | $125.4 billion |
| AE Wealth Management, LLC | Topeka | $49.8 billion |
| Mariner Independent | Overland Park | $7.3 billion |
| Creativeone Wealth, LLC | Overland Park | $6.3 billion |
| Fas Wealth Partners, Inc. | Leawood | $3.8 billion |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Creative Planning on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: creativeplanning.com
- Independent RIAs in Kansas
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.