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Creative Planning

Creative Planning Market Share Analysis for November 2025

Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas.

Finance > Investing

Domaincreativeplanning.com

Year Founded1983

Employees1001 - 5000

Annual Revenue$200M - $500M

Creative Planning

Creative Planning (including company regionals)

creativeplanning.com

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Creative Planning Revenue up to November 2025 is 200M - 500M

revenue generated by Creative Planning top domains

Creative Planning top domains revenue over 3 years

Revenue for Creative Planning top domains

creativeplanning.com200M - 500M

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Total visits to Creative Planning's top domains

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Total visits last 3 months

Subsidiaries Breakdown

creativeplanning.com195.7K

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Avg. visit duration in Creative Planning's top domains

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Average visit duration last 3 months

Subsidiaries Breakdown

creativeplanning.com00:00:54

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Avg. pageviews on Creative Planning's top domains

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Average page views last 3 months

Subsidiaries Breakdown

creativeplanning.com2.08

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Creative Planning top competitors by domain

Top similar sites in November 2025, ranked by their affinity

schwab.comCompany NameCharles Schwab CorporationEmployees> 10001HQUnited States, Texas, WestlakeAnnual revenue> $1BTotal visits79.1MFinance > Investing

Top technologies used by Creative Planning

These are the website technologies, by industry, used by Creative Planning top domains

Advertising (16)

DoubleClick

Payment & Currencies (11)

Cart Functionality

Marketing (7)

Google Marketing Platform

Widget (7)

Twemoji

More Technologies

16

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News & Signals from Creative Planning

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NewsCreative Planning Advisor Services, LLC acquired Marshall Financial Group on Dec 9th '25.Creative Planning announced, on December 9, 2025, its acquisition of Marshall Financial Group ("Marshall Financial").

NewsCreative Planning Advisor Services, LLC acquired Marshall Financial Group on Dec 9th '25.Creative Planning acquires $900M AUM Marshall Financial Group.

NewsCreative Planning Advisor Services, LLC acquires Burtwealthadvisors.Creative Planning, one of the nation's largest registered investment advisors (RIAs), has acquired Burt Wealth Advisors, an RIA in North Bethesda, Maryland.