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Fund Manager

Creative Planning

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Creative Planning

Fund Manager

Primary Strategy: Private Equity

Number of Employees: 1,963

Ownership: Privately Held

Year End: December

Description

Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $354 billion in combined assets and serve clients in all 50 states and abroad.* At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice. And because we believe one person isn’t enough to manage all aspects of your finances, your wealth manager will part

Contact

Website: Link to website

LinkedIn: linkedin.com/company/creative-planning

Address

5454 W. 110th Street, Overland Park, Kansas, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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