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
Office Locations
- New York, NY
- Overland Park, KS (Headquarters)
Accreditations & Certifications
- CFP®
- Other
- State Bar Member
- RIA
Services Offered
- Plan Design Consulting
- Participant Investment Advice
- 3(21) Investment Advisor
- Compliance Services
- Recordkeeping
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $700.0B
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN | MICROSOFT CORPORATION, WA | $65.6B | 123,878 |
| RTX CONSOLIDATED PENSION PLAN | RTX CORPORATION, CT | $41.6B | 33,534 |
| NORTHROP GRUMMAN SAVINGS PLAN | NORTHROP GRUMMAN CORPORATION, VA | $39.5B | 99,799 |
| AMAZON 401(K) PLAN | AMAZON.COM SERVICES, LLC, WA | $34.6B | 1,207,759 |
| APPLE 401(K) PLAN | APPLE INC., CA | $24.7B | 101,217 |
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN | CHEVRON CORPORATION, TX | $20.4B | 22,195 |
| DELTA 401(K) RETIREMENT PLAN | DELTA AIR LINES, INC., GA | $19.0B | 89,993 |
| UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | UNITED AIRLINES, INC., IL | $16.8B | 17,444 |
| 401(K) PENSION PLAN | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION, VA | $16.7B | 61,593 |
| DELTA 401(K) RETIREMENT PLAN FOR PILOTS | DELTA AIR LINES, INC., GA | $15.9B | 14,981 |
| ABBOTT LABORATORIES STOCK RETIREMENT PLAN | ABBOTT LABORATORIES, IL | $15.7B | 38,001 |
| WALGREENS RETIREMENT SAVINGS PLAN | WALGREEN CO., IL | $14.5B | 215,583 |
| U.S. ROCHE 401(K) SAVINGS PLAN | GENENTECH, INC., CA | $14.3B | 21,619 |
| SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC | PWC US GROUP LLP, FL | $13.2B | 49,697 |
| BROADCOM U.S. 401(K) PLAN | AVAGO TECHNOLOGIES U.S. INC., CA | $13.1B | 17,216 |
| DISNEY SAVINGS AND INVESTMENT PLAN | TWDC ENTERPRISES 18 CORP., CA | $12.7B | 51,389 |
| STANFORD CONTRIBUTORY RETIREMENT PLAN | THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY, CA | $12.6B | 24,225 |
| GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | GENERAL DYNAMICS CORPORATION, VA | $12.4B | 52,307 |
| ELEVANCE HEALTH 401(K) PLAN | ATH HOLDING COMPANY, LLC, IN | $12.1B | 71,880 |
| CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SAVINGS PLAN | CAPITAL ONE FINANCIAL CORPORATION, VA | $12.0B | 45,199 |
Showing top 20 of 5,316 plans serviced in 2025.
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