DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
CREATIVE PLANNING Registered adviser · RIA / Wealth · matched CREATIVE PLANNING, LLC · 801-18564 Also on Independent Sponsors, Private Equity | OVERLAND PARK, | $296B | 5 | 1,163 | 2012 | |||
| 20 | 2025 | |||||||
| 1 | ||||||||
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC Registered adviser · RIA / Wealth · 801-64265 Also on Allocators | NEWPORT BEACH, | $38B | 95 | 2012 | ||||
| LEAWOOD, | 2015 | |||||||
| GRAND TERRACE, | 2026 | |||||||
| $21.3M | 1 | 1 | 2031 | |||||
| 5 | 2025 | |||||||
| 1 | 1 | 2031 | ||||||
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.