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CREATIVE PLANNING

OVERLAND PARK, KS · CRD 105348 · IAPD ↗ · connect.creativeplanning.com · (866) 909-5148

$295.57BRegulatory AUM
1538Advisory reps
1650Employees
1767Clients
More than 500Planning clients
5Private funds
53States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CREATIVE PLANNING added office(s): 102 -> 150 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — CREATIVE PLANNING reported RAUM up 36% ($217.40B -> $295.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — CREATIVE PLANNING grew from 1319 to 1538 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2025 — CREATIVE PLANNING added office(s): 79 -> 102 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2025 — CREATIVE PLANNING grew from 1210 to 1319 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — CREATIVE PLANNING added office(s): 70 -> 79 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — CREATIVE PLANNING grew from 1086 to 1210 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.