Founded in 1983 and led by President and CEO Peter Mallouk, Creative Planning, LLC is one of the largest independent wealth management firms in the United States. The company operates as a Registered Investment Adviser (RIA) and is committed to a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its mission is to provide clients with comprehensive, objective financial advice by integrating services such as investment management, financial planning, retirement planning, tax services, and estate planning under one roof. The firm has grown significantly through both organic expansion and strategic acquisitions.

Founded in

United States