Creative Planning

About Creative Planning

<p>Founded in 1983, Creative Planning has grown into a large registered investment advisor with headquarters in Overland Park in the Kansas City metro and an office in New York City. The firm reports $700.0B in assets under management as of 2026 and has about 1,500 employees.</p> <p>For employers, Creative Planning works as a <a href="/plan-advisors">plan advisor</a> on retirement plans, including 3(21) investment advisory and 3(38) investment management roles. The team helps sponsors with plan design choices, ongoing fiduciary oversight, and compliance support, and it also offers recordkeeping services.</p> <p>On the participant side, the firm provides participant advice and retirement planning support, with services that can tie into broader wealth management needs. It also works with businesses and nonprofit organizations such as foundations.</p> <p>One differentiator is the firm’s scale and staffing depth, which allows it to handle both employer plan governance and participant-level guidance under one roof.</p> <ul> <li>Retirement plan services: plan design, compliance, and recordkeeping</li> <li>Fiduciary support: 3(21) and 3(38) services</li> <li>Participant advice and retirement planning</li> <li>Offices: Overland Park, KS (HQ) and New York, NY</li> <li>Founded in 1983; reports $700.0B AUM (2026)</li> </ul>

Website: https://creativeplanning.com/

Founded: 1983

Employees: 1500