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Firm profile

Creative Planning

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOPeter A. Mallouk
CCOLee Richardson
CFODavid J. Kaye

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.