OVERLAND PARK, KSCRD 105348Latest ADV March 31, 2026
Creative Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 31, 2026, reports $295.6B in regulatory assets under management, 1,650 employees, 150 offices, and 320,323 accounts.
Assets Under Management
$295.6B
Employees
1,650
Offices
150 offices
Total Clients
100,298
Primary office
OVERLAND PARK, KS
5454 W. 110TH STREET, OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 47.4% of total clients.
Top client categories% of clientsClients
1
Individuals
47.4%
47,540
2
HNWI
39.4%
39,511
3
Pension Plans
10.8%
10,861
4
Corporations
1.8%
1,847
5
Charitable
0.3%
335
Additional categories (<0.1%)
Pooled Investment Vehicles5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$295.6Bas of March 31, 2026
Discretionary98.8%
$291.9B
99% of total RAUM98.8%
Non-discretionary1.2%
$3.6B
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$295.6B
Total Accounts320,323
10Y AUM Change+$271.4B (+1122.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,650
Clients per Employee61:1
10Y Employee Change+1,400 (+560.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.