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Description

Creative Planning was founded in 1983. This company provides wealth management and investment advice services. Their headquarters are located in Overland Park, ... Read More

Headquarters

Headquarters:

5454 W 110th St, Overland Park, Kansas, 66211, United States
Phone

Phone:

(913) 338-2727
Employees

Employees:

700
Revenue

Revenue:

$360 Million
Creative Planning's Social Media
SIC Code 62,628
NAICS Code 5231,5242
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Top Competitors of Creative Planning

Employess
493
revenue
$254 Million

1

Employess
1,680
revenue
$361 Million

2

Employess
300
revenue
$122 Million

3

Employess
250
revenue
$116 Million

4

Employess
317
revenue
$75 Million

5

Employess
300
revenue
$10 Million

6

Creative Planning's Org Chart

PhonePhoneEmailEmail
Kevin Johnston
Kevin Johnston

Chief Marketing Officer

PhonePhoneEmailEmail
Peter Mallouk
Peter Mallouk

President & Secretary

PhonePhoneEmailEmail

PhonePhoneEmailEmail

PhonePhoneEmailEmail
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Creative Planning Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateRoundAmountInvestors

Feb 10, 2020

Private Equity

-

General Atlantic

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-

Total Funding Amount

-

Most Recent Funding Amount

1

Number of Funding Rounds

Revenue
QuarterRevenue

'20 - Q3

131649000

'20 - Q4

131649000

'21 - Q1

360894000

'21 - Q2

360894000

Acquisitions & Subsidiaries

Feb 17, 2014

Castle Wealth Advisors

Jun 12, 2012

OptiFour Integrated Wealth

May 16, 2012

Miller Financial Management

Nov 21, 2009

Thun Financial Advisors

The Johnston Group

Sunrise Advisors

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Creative Planning's Tech Stack

Google Global Site Tag

By

Google

Freshservice

By

Freshworks

Office 365

By

Microsoft

F5 BIG-IP Platform

By

F5

BugHerd

By

BugHerd

WordPress.org

By

Automattic
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Creative Planning News & Media

Republic Capital Represents Reilly Financial Advisors in Transaction with Creative Planning

NEW YORK and HOUSTON, Jan. 20, 2022 /PRNewswire/ -- Republic Capital Group congratulates its client Reilly Financial Advisors ("Reilly") with $2 billion in AUM, on its transaction with Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers...

Creative Planning Acquires Reilly Financial Advisors

OVERLAND PARK, Kan., Jan. 18, 2022 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Reilly Financial Advisors (Reilly), which has a total of over $2B in assets under...

Creative Planning Acquires Berno Financial Management

OVERLAND PARK, Kan., Jan. 4, 2022 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Berno Financial Management ("Berno"), which has a total of over $300 million in assets...
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Frequently Asked Questions regarding Creative Planning

Where are Creative Planning’s headquarters?

Creative Planning’s headquarters are in 5454 W 110th St, Overland Park, Kansas, 66211, United States

What is Creative Planning’s phone number?

Creative Planning’s phone number is (913) 338-2727

What is Creative Planning’s official website?

Creative Planning’s official website is //www.creativeplanning.com

What is Creative Planning’s Revenue?

Creative Planning’s revenue is $360 Million

What is Creative Planning’s SIC code?

Creative Planning’s SIC: 62,628

What is Creative Planning’s NAICS code?

Creative Planning’s NAICS: 5231,5242

How many employees are working in Creative Planning?

Creative Planning has 700 employees

What is Creative Planning’s industry?

Creative Planning is in the industry of: Investment Banking, Finance

Who are Creative Planning’s main competitors?

Creative Planning's main competitors are: Rockefeller, Wealth Management, Mercer Global Advisors, Wealth Enhancement Group

What companies has Creative Planning acquired?

Creative Planning has acquired the companies: Castle Wealth Advisors, OptiFour Integrated Wealth, Miller Financial Management, Thun Financial Advisors

What is Creative Planning's tech stack?

The technologies that are used by Creative Planning are: Google Global Site Tag, Freshservice, Office 365, F5 BIG-IP Platform

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