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Fiduciary Wealth Management & Family Office Services.

Where Wealth Works Together^™

Creative Planning Is the Best for 
Comprehensive Wealth Management

WSJ | Buyside ranking released in February 2026; not based on a specific time period. *View Disclosure

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BEST FOR COMPREHENSIVE WEALTH MANAGEMENT 2026

Ranking released in February 2026; not based on a specific time period.*

TOP RIA FIRMS 2019 – 2025

Awarded in September; 12-month period ending June 30.*

TOP RIA FIRMS 2025

Awarded in July; 12-month period ending December 31.*

*View Disclosure

ASSETS UNDER MANAGEMENT AND ADVISEMENT*

Client retention rate

5-year period ending June 30, 2025

States Served, Plus Abroad

*In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025.

Five diverse financial professionals standing in front of wooden bookshelves, labeled as Estate Planning Attorney, CPA, Wealth Manager, Portfolio Manager and Financial Planner. Human images in this ad were created using AI.

Human images in this ad were created using AI

Five diverse financial professionals standing in front of wooden bookshelves, labeled as Estate Planning Attorney, CPA, Wealth Manager, Portfolio Manager and Financial Planner. Human images in this ad were created using AI.

Human images in this ad were created using AI

Five diverse financial professionals standing in front of wooden bookshelves, labeled as Estate Planning Attorney, CPA, Wealth Manager, Portfolio Manager and Financial Planner. Human images in this ad were created using AI.

Human images in this ad were created using AI

An evolving plan optimized around your priorities
Negotiating power to unlock exclusive opportunities
Decades of experience serving high-net-worth families
Boutique-level care with same-day responsiveness

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Human images in this ad were created using AI

A Complete Suite of Services

Family and advisors boarding a private jet, with a luxury car waiting on the tarmac. Human images in this ad were created using AI.

Human images in this ad were created using AI

Family Office Services

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Human images in this ad were created using AI

Wealth Management

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Human images in this ad were created using AI

Investment Management

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Human images in this ad were created using AI

Strategic Tax Planning

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Human images in this ad were created using AI

Estate & Legacy Planning

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Human images in this ad were created using AI

Risk Management

Wherever You are,  a Dedicated Partner

Serving Clients in All 50 States and 90+ Countries

Peter Mallouk in business casual attire smiling at the camera.

Peter Mallouk in business casual attire smiling at the camera.

Peter has made it his mission to transform the way wealth management works, bringing together what the industry has kept fragmented. This defining approach remains at the core of the company today.

Learn More About Us

Female advisor in red blazer meeting with client to discuss family office wealth management strategy

Multigenerational family preparing a meal together in the kitchen, representing coordinated family office risk management strategies to protect and preserve family wealth across generations

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Q3 2025 Quarterly Market Commentary