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Fiduciary Wealth Management & Family Office Services.

Where Wealth Works Together™

Creative Planning Is the Best for

Comprehensive Wealth Management


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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



$710B+

ASSETS UNDER MANAGEMENT AND ADVISEMENT*

99.9%

Client retention rate

5-year period ending June 30, 2025

50

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.
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.
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.

An Integrated Team, Led By
a Dedicated Wealth Manager

Your Team

Every Detail Designed for You

  • 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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A Complete Suite of Services

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Family Office Services
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Wealth Management
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Investment Management
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Strategic Tax Planning
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Estate & Legacy Planning
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Risk Management

Wherever You are, 
a Dedicated Partner

Serving Clients in All 50 States and 90+ Countries

Locations
Peter Mallouk in business casual attire smiling at the camera.
Peter Mallouk in business casual attire smiling at the camera.

CEO Peter Mallouk

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

Let’s Connect
Your Wealth Together