Creative Planning President and CEO Peter Mallouk sat down with CNBC’s Power Lunch to discuss AI’s impact on the Magnificent 7, what persistent inflation means for consumer spending and why diversification remains the most reliable path to long-term growth and lower risk.
2026
OVERLAND PARK, Kan., July 21, 2026 – Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), proudly announces that four of its wealth managers have been recognized on the 2026 Barron’s Top 100 Women Financial Advisors list. The Creative Planning advisors recognized this year are: “These advisors exemplify the expertise, dedication … Read more
OVERLAND PARK, Kan. — July 14, 2026 — Creative Planning, one of the nation’s leading registered investment advisory firms, today announced the acquisition of Lovell Insurance Group, a respected commercial insurance brokerage known for its expertise in complex commercial insurance, surety and risk management solutions. As part of the transaction, John Lovell, Mike Pernice and … Read more
OVERLAND PARK, Kan. — June 24, 2026 — Creative Planning, one of the nation’s largest independent registered investment advisor (RIA) firms, today announced its inclusion on Worth Magazine’s (Worth) list of Top RIA Firms for 2026, a recognition highlighting advisory firms that demonstrate excellence in wealth management, comprehensive financial planning and client service. The annual … Read more
OVERLAND PARK, Kan., June 16, 2026 — Creative Planning, one of the nation’s largest independent registered investment advisors (RIAs), today announced that it has entered into an agreement to acquire MarkhamNorton Accountants+Advisors (MarkhamNorton), a leading Southwest Florida accounting and advisory firm. The transaction is expected to close on July 1, 2026. Founded more than 45 … Read more
OVERLAND PARK, Kan., June 5, 2026 — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced the acquisition of Brightworks Wealth Management, an established financial and investment advisory firm in Columbia, Maryland, which will bring approximately $376 million in assets under management (AUM) or advisement to Creative Planning. “Every time we … Read more
OVERLAND PARK, Kan., April 21, 2026 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), is proud to announce that 20 members of its financial planning team successfully passed the March 2026 Certified Financial Planner® certification exam, earning one of the most respected credentials in the financial planning profession. “Achieving … Read more
OVERLAND PARK, Kan., April 7, 2026 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), proudly announces that 14 of its wealth managers have earned a spot on the Forbes 2026 Best-in-State Wealth Advisors list. This recognition highlights the advisors’ deep expertise, commitment to delivering exceptional client service, and leadership … Read more
OVERLAND PARK, Kan., April 3, 2026 — Creative Planning Retirement Services group and SageView Advisory Group (SageView) have been recognized by the National Association of Plan Advisors (NAPA) on their 2026 Top DC Advisor Multi-Office Firms list. “NAPA’s recognition underscores Creative Planning’s leadership in retirement plan advisory services,” said Peter Mallouk, President and CEO of Creative … Read more
OVERLAND PARK, Kan., March 31, 2026 — Creative Planning, LLC (“Creative Planning”), a leading registered investment advisor, is pleased to announce that 17 of its wealth managers have been named to Barron’s 2026 Top 1500 Financial Advisors by State list. “Having 17 advisors recognized by Barron’s reflects the exceptional talent and dedication of our team,” said … Read more
