About Creative Planning
Creative Planning is a Financial Services company based in Overland Park (United States) founded in 1983. It operates as a provider of wealth management services. Creative Planning has completed 33 acquisitions, including America's Best 401k, BerganKDV and Castle Wealth Advisors. Its website creativeplanning.com draws about 262 thousand monthly visits. Creative Planning offers products and services including Wealth Management, Investment Management, and Financial Planning. Its focus areas include Asset Management and Wealth Management. Its competitors include Alera Group, Focus Financial Partners, Wintrust, Raymond James and High Tower and 4 more; 5 of its 9 listed competitors have raised funding.
Company details
Creative Planning was established in 1983 and is headquartered in Overland Park, United States. Wealth management services are delivered by the firm, encompassing financial planning, investment management, and advisory support within the financial sector. Operations focus on serving high-net-worth individuals and institutions across the country. Key personnel, such as Audit Partner Ryan Engelstad, contribute to oversight and compliance efforts.
- Headquarters Overland Park, United States
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website creativeplanning.com
- Social LinkedIn X Facebook YouTube
- InvestorsTPG
& 1 more
- Investments & AcquisitionsAmerica's Best 401k
& 32 more
Products & Services of Creative Planning
Creative Planning offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, and Financial Planning.
Optimizes investments and taxes for U.S. expats abroad
Provides customized plans for cross-border investing needs
Assists with tax and estate planning for multinational families
Apps and channels of Creative Planning
its YouTube channel Creative Planning International fka Thun Financial has 629 subscribers and 17 videos.
Videos from Creative Planning
The most watched videos on Creative Planning's YouTube channel, Creative Planning International fka Thun Financial (629 subscribers). Click a video to play it here.
Funding Insights of Creative Planning
- Total Rounds 3
- Investors Count 2
All 3 funding rounds of Creative Planning with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2024 | – | Private Equity Round | – | TPG | – |
| Mar 2021 | $15.66M | Unspecified | – | – | – |
| Feb 2020 | – | Unspecified | – | General Atlantic | – |
2 investors in total: 2 institutional.
Investors in Creative Planning
Creative Planning has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include TPG and General Atlantic.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Fund of funds focused on pre-seed and seed-stage companies | 1992 | tpg.com | Fort Worth, United States | |
Private equity fund focused on global markets | 1980 | generalatlantic.com | New York, United States |
Investor details for Creative Planning
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Creative Planning
503 people are tracked at Creative Planning (89 in leadership, 414 in team).
| Name | Role | Group |
|---|---|---|
Ryan Engelstad | Audit Partner | Leadership |
Chatten Scruggs | CTO | Leadership |
Katelyn Clark | Director Of Program Management | Leadership |
Kevin Giles | Tax Director | Leadership |
Peter Mallouk | President & Chief Executive Officer | Leadership |
Vince Clark | Vice President Business Development | Leadership |
Benjamin Hake | Tax Director | Leadership |
Ray Moncrieffe | Tax Director | Leadership |
Charles Tocco | Tax Director | Leadership |
Colby Winslow | Partner / Private Wealth Manager | Leadership |
Rychele Wagner | Tax Director | Leadership |
Wayne Barber | Managing Director | Leadership |
Dan Foster | Partner / Managing Director | Leadership |
Rob Whited | Managing Director Lockton Retirement Services | Leadership |
Jacinda Torre | Partner & Regional Vice President | Leadership |
Benjamin Polich | Partner / Director Of Trading | Leadership |
Anthony Perillo | Partner / Private Wealth Manager | Leadership |
Aj Jordano | Partner / Private Wealth Manager | Leadership |
Emerson Merkerson | Tax Director | Leadership |
Zachary Cox | Tax Director | Leadership |
483 more people are available in the full profile.
Complete people profiles for Creative Planning
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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- Board tenure
- Professional contacts
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Investments & Acquisitions by Creative Planning
Creative Planning has strategically engaged in corporate development activities, having acquired 33 companies. Notable acquisitions include America's Best 401k, BerganKDV and Castle Wealth Advisors.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services for high-net-worth individuals in US and UK. | masecoprivatewealth.com | United Kingdom | 2010 | Mar 2026 | •••• | |
Investment consulting services are provided to clients by the firm. | sageviewadvisory.com | Newport Beach, United States | 1989 | Oct 2025 | •••• | |
Offers customized investment management and portfolio services for individuals, families, and institutions. | grassiinvest.com | – | 0 | Sep 2025 | •••• | |
Financial analysis, advisory, and investment services are provided. | mosaicpacific.com | Honolulu, United States | 2013 | Jul 2025 | •••• | |
Provider of wealth management services | edmondsduncan.com | – | 0 | Nov 2024 | •••• | |
Provider of accounting, tax advisory, and auditing services | mlrpc.com | Austin, United States | 1991 | Apr 2024 | •••• | |
Wealth management firm | danielstansey.com | Wilmington, United States | 2001 | Nov 2023 | •••• | |
Capital advisory services are offered across multiple sectors. | mesirow.com | Chicago, United States | 1937 | Nov 2023 | •••• | |
Investment, wealth management, and accounting services are offered. | bergankdv.com | Cedar Rapids, United States | 1945 | Jun 2023 | •••• | |
Retirement planning services are offered to clients by Telarray. | telarrayadvisors.com | Memphis, United States | 2005 | Mar 2023 | •••• |
Complete acquisition details for Creative Planning
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
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Timeline of Creative Planning
13 dated milestones of Creative Planning across 43 years, from founding to its latest funding, stage changes and deals.
- Founded Creative Planning is founded.
- Funding First funding round.
- Acquisition Acquires Telarray.
- Acquisition Acquires BerganKDV.
- Acquisition Acquires Mesirow.
- Acquisition Acquires Daniels + Tansey.
- Acquisition Acquires Maxwell Locke & Ritter.
- Funding Latest funding round, Private Equity Round,.
- Acquisition Acquires Edmonds Duncan.
- Acquisition Acquires Mosaic Pacific.
- Acquisition Acquires Grassiinvest.
- Acquisition Acquires SageView Advisory Group.
- Acquisition Acquires MASECO.
Competitors of Creative Planning
Creative Planning has 9 listed competitors in our database, 5 of them funded. They include Alera Group, Focus Financial Partners, Wintrust, Raymond James and High Tower, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| choiceindia.com | 1992 | Mumbai, India | – | 520 | A full-service stockbroker offering diverse investment options in India. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed competitors of Creative Planning
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Creative Planning
The website of Creative Planning (creativeplanning.com) receives about 262.4K visits a month and ranks #241,055 among all websites worldwide, #2,581 in Investing.
- Monthly visits262.4K
▲ 49.2% vs previous month
- Unique visitors104.3K
per month
- Global rank#241,055
among all websites
- Category rank#2,581
Finance · Investing
- Bounce rate59%
- Pages per visit2.2
- Average visit1 min 00 sec
- DevicesDesktop 53% · Mobile 47%
Websites whose visitors overlap most with Creative Planning. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| schwab.com | 100% | 94M | #365 | View details | |
| fidelity.com | 98% | 129.5M | #275 | View details | |
| cressetcapital.com | 86% | 111.4K | #459,097 | View details | |
| corient.com | 86% | 101.7K | #324,866 | View details | |
| danelfin.com | 86% | 328.7K | #160,315 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Creative Planning
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- 40 similar websites
- Audience overlap
- Engagement analytics
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Top companies in Asset Management
10 companies that operate in the same segment as Creative Planning (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Creative Planning
Complete news archive for Creative Planning
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Frequently Asked Questions about Creative Planning
Creative Planning was founded in 1983 and raised its 1st funding round 37 years after it was founded.
Creative Planning is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
Creative Planning was established in 1983 and is headquartered in Overland Park, United States. Wealth management services are delivered by the firm, encompassing financial planning, investment management, and advisory support within the financial sector. Operations focus on serving high-net-worth individuals and institutions across the country. Key personnel, such as Audit Partner Ryan Engelstad, contribute to oversight and compliance efforts.
Creative Planning's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Creative Planning offers Wealth Management, Investment Management, and Financial Planning.
Creative Planning has made 33 acquisitions, including America's Best 401k, BerganKDV, and Castle Wealth Advisors.
Creative Planning has 2 investors. Key investors include TPG, and General Atlantic.
The website of Creative Planning receives about 262 thousand visits a month and ranks #241,055 among all websites worldwide.