DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Creative Planning

Independent wealth managerOverland Park, KansasCRD 105348SEC 801-18564website IAPD

Legal name Creative Planning, LLC

Latest filing Jul 10, 2026

First filing on the tape Feb 15, 2012 · 153 filings

SEC status approved since Mar 18, 1983

RAUM

$296B

reported, Item 5.F

Discretionary

99%

of RAUM

Private clients

62%

$184B individuals and HNW

Advisors

1,163

registered through the firm on IAPD

RAUM per advisor

$254M

derived; firm RAUM over IAPD count

Employees

1,650

1,538 advisory (5.B.1)

Offices

150

beyond the principal office

Private funds

reported on Schedule D

History

153 filings and snapshots on the tape

RAUM$296B as of Jul 10, 2026

Feb 15, 2012$3.0B then

HNW client RAUM$164B as of Jul 10, 2026

Mar 27, 2018$18B then

State-registered IARs (5.B.3)1,079 as of Jul 10, 2026

Feb 7, 201351 then

Employees (5.A)1,650 as of Jul 10, 2026

Feb 7, 201362 then

Private funds5 as of Jul 10, 2026

Feb 2, 20213 then

RAUM +36% over the last fiscal year+31% a year over threeIARs 931 to 1,079offices 102 to 150

Practice profile

derived from the filing of Jul 10, 2026; every figure names its basis

Archetypes, each a printed rule

Consolidator · three or more firms absorbed (half or more of their registered advisors moved to this adviser within 14 days) in 24 months
HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)

RAUM per advisor: $253MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 75derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $4.2MderivedHNW RAUM over HNW clients
Average account: $922,721derivedRAUM over accounts (5.F.2.f)
Discretionary: 99%derivedof RAUM
Institutional: 35%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.4derivedItem 5.A over advisors
Advisors per office: 7.7derived151 offices incl. principal (1.F.5)
RAUM growth, one year: +36%derivedbetween the last two annual amendments
Advisor growth, one year: +16%derivedItem 5.B.3 between annual amendments
Client growth, one year: +20%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Financial planning clients: 32,550reportedItem 5.H
Custody: $11B, 24,856 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months: 9derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
an independent public accountant performs a surprise examination (9.C.1)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$164B56%
Pension and profit-sharing plans$96B32%
Individuals$20B6.6%
Corporations and businesses$7.1B2.4%
Charitable organizations$4.1B1.4%
State and municipal entities$3.4B1.1%
Pooled investment vehicles$922M0.3%

Individual clients: 47,540reported
HNW clients: 39,511reported
Pension plan clients: 10,861reported
Charitable clients: 335reported
Accounts: 320,323reported
Financial planning clients: 32,550reported
Wrap fee programs: noreported
Custody of client assets: $11B for 24,856 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.62 fund_share=0.0 institutional_share=0.35 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

1,167 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
David Faubion Hokanson	Stilwell, Ks	Jan 15, 2002	30 y	0
Peter Alex Mallouk	Overland Park, Ks	Apr 15, 2002	27 y	2
Todd Benton ShepherdCertified Financial Planner	Overland Park, Ks	Oct 18, 2004	24 y	2
Molly Marie RothoveCertified Financial Planner	Overland Park, Ks	Feb 24, 2005	23 y	1
Jonathan Tyler Upham	Newport Beach, Ca	Oct 17, 2006	28 y	2
Craig Jerome Seiler	Overland Park, Ks	Jan 3, 2008	29 y	0
Brenna Kathleen SaundersCertified Financial Planner	Overland Park, Ks	Feb 7, 2008	25 y	2
Donald Francis Recker	Overland Park, Ks	Apr 15, 2009	30 y	2
Daniel Ronie FosterCertified Financial Planner	Dallas, Tx	Sep 15, 2009	26 y	3
Jacinda Dawn Torre	Overland Park, Ks	Sep 16, 2009	26 y	3
Mark Joseph HenkeCertified Financial Planner	Prairie Village, Ks	Oct 27, 2009	17 y	2
Robert Joseph MccarthyCertified Financial Planner	Overland Park, Ks	Oct 27, 2009	17 y	2
Jessica Ann Culpepper	Overland Park, Ks	Jun 7, 2010	16 y	0
Kristen Yancey Shope	Overland Park, Ks	Jun 7, 2010	26 y	2
Timothy Paul SuttonCertified Financial Planner	Overland Park, Ks	Mar 8, 2011	27 y	1
Elizabeth Marie Hartung	Overland Park, Ks	May 17, 2011	28 y	0
Michael John Rabbitt	Overland Park, Ks	Jun 28, 2011	26 y	2
Peter Edward Boyack	Sammamish, Wa	Sep 20, 2011	33 y	4
Douglas Anthony Webster	Overland Park, Ks	Sep 26, 2011	23 y	6
John Mack MajorsChartered Financial Analyst	Knoxville, Tn	Dec 14, 2011	24 y	6
Brett Thomas Broyles	Overland Park, Ks	Dec 21, 2011	32 y	1
Brien Todd StewartChartered Financial Analyst	Newport Beach, Ca	Jan 3, 2012	18 y	1
Benjamin Mark Polich	Overland Park, Ks	Jan 3, 2012	21 y	4
Michael Scott MoleskiCertified Financial Planner	Oak Brook, Il	Jan 19, 2012	27 y	2
Kaylynn Delaney WattsCertified Financial Planner	Overland Park, Ks	Feb 10, 2012	25 y	1
Joseph Sebastian FazekasCertified Financial Planner	Overland Park, Ks	Feb 21, 2012	31 y	2
Joseph Michael Lussier	Overland Park, Ks	Feb 21, 2012	33 y	1
Christopher Bonner NorthCertified Financial Planner	Fairfield, Ct	Feb 24, 2012	32 y	3
Branden Robert FrazierCertified Financial Planner	San Diego, Ca	Mar 12, 2012	19 y	1
Kenneth A Steeves	Overland Park, Ks	Mar 27, 2012	19 y	2
Jason Robert Guehl	Walnut Creek, Ca	Apr 16, 2012	26 y	2
Bryan Joseph O'Dell	Brookfield, Wi	Apr 23, 2012	20 y	2
Jason Robert Preston	North Richland Hills, Tx	Apr 27, 2012	27 y	0
Darsi Diane Mccarthy	Overland Park, Ks	Aug 15, 2012	31 y	2
Andrew Keith Shearer	Overland Park, Ks	Oct 22, 2012	27 y	2
Jonathan Andrew HorsmanCertified Financial Planner	Overland Park, Ks	Jan 22, 2013	13 y	0
Anthony David Favela	The Woodlands, Tx	Jan 23, 2013	20 y	5
Daniel James QuirkCertified Financial Planner, Chartered Financial Analyst	Overland Park, Ks	Mar 26, 2013	26 y	1
Aaron Scott Buczek	Overland Park, Ks	Mar 27, 2013	29 y	4
Christopher P KelliherCertified Financial Planner	Overland Park, Ks	Jul 15, 2013	22 y	1

All 1,167 advisors at Creative Planning

Advisor movement

16 left, 136 joined in 12 months

net +120 in 12 months5 left in 90 days17 joined in 90 daysdeparture rate 1.4% of current headcount65 left over 36 months

Left, latest

Alexandra Payne to Seia
Aug 28, 2026 · RIA to affiliated broker-dealer or bank
Nathan Daniel Bodart to Cliftonlarsonallen Wealth Advisors, LLC
Aug 14, 2026 · RIA to affiliated broker-dealer or bank
Taylor Ayres to Schwab Wealth Advisory, Inc.
Aug 3, 2026 · Other
Paul Nathan Deal to Valeo Financial Advisors, LLC
Jul 14, 2026 · RIA to RIA
Thomas Henry Itkoff to Matter Family Office
Jul 7, 2026 · RIA to RIA
Philip James Ricasata to Mariner
Apr 13, 2026 · RIA to affiliated broker-dealer or bank
Amanda Hayda Staples to Principal Asset Management
Apr 6, 2026 · Other
Aaron Matthew Spitzner to LPL Financial LLC
Apr 3, 2026 · RIA to affiliated broker-dealer or bank
David M Coen to Sovran Advisors, LLC
Apr 2, 2026 · RIA to RIA
Sean Michael Dann to Range Advisory, LLC
Mar 20, 2026 · RIA to RIA
Nancy Jean Metzger to Mapt Capital
Mar 20, 2026 · RIA to a state-registered adviser
Matthew Alexander Cosgriff to Apella Wealth
Mar 2, 2026 · RIA to RIA
Charlotte Anne Morgan to Family Financial
Nov 20, 2025 · RIA to RIA
Brian Alexander Abatemarco to Cedarstream Wealth, LLC
Nov 7, 2025 · RIA to a state-registered adviser
Matthew Thomas Eilert to Atwood & Palmer, Inc.
Sep 30, 2025 · RIA to RIA

Joined, latest

Christopher Michael Maas from Empower Advisory Group, LLC
Sep 16, 2026 · Affiliated broker-dealer or bank to independent RIA
Heather M Aeschliman from Founders Financial Securities, LLC
Sep 16, 2026 · RIA to RIA
John Giannattasio from Sanctuary Advisors, LLC
Sep 15, 2026 · Affiliated broker-dealer or bank to independent RIA
Thomas Lawson from Pnc Wealth Management
Sep 14, 2026 · Affiliated broker-dealer or bank to independent RIA
John Joseph Mohan from Empower Advisory Group, LLC
Sep 9, 2026 · Affiliated broker-dealer or bank to independent RIA
Jacob Barbiaux Banish from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sep 8, 2026 · Wirehouse to independent RIA
Mitchell Todd Lepage from T. Rowe Price Associates, Inc.
Sep 3, 2026 · Other
Brendon Dean Frazier from Empower Advisory Group, LLC
Sep 2, 2026 · Affiliated broker-dealer or bank to independent RIA
Thomas A. Meeker from Hogan Financial
Sep 2, 2026 · RIA to RIA
Kyle Samuel Page from Edelman Financial Engines
Aug 28, 2026 · RIA to RIA
Tracey J Breaux from Ernst & Young Investment Advisers Llp
Aug 20, 2026 · Other
Ekaterini Roberts from Connecticut Wealth Management, LLC
Aug 7, 2026 · RIA to RIA
Benjamin Jack Yerke from Morgan Stanley
Jul 29, 2026 · Wirehouse to independent RIA
Charlton Eduardo Gutierrez from Empower Advisory Group, LLC
Jul 16, 2026 · Affiliated broker-dealer or bank to independent RIA
William Stephen Taylor from Wells Fargo Advisors
Jul 16, 2026 · Wirehouse to independent RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for Cascade Financial Partners, LLC
Aug 28, 2023 · San Diego, Ca
2 left for Cascade Financial Partners, LLC
Aug 28, 2023 · Overland Park, Ks

2 joined from Private Advisor Group, LLC
Apr 10, 2026 · Columbia, Md
3 joined from Duncan & Haley, Ltd.
Mar 30, 2026 · Seattle, Wa · Firm absorbed
8 joined from Burt Wealth Advisors
Mar 27, 2026 · North Bethesda, Md · Firm absorbed
4 joined from Cetera Investment Advisers LLC
Jan 21, 2026 · Knoxville, Tn
11 joined from The Marshall Financial Group, Inc
Dec 10, 2025 · Doylestown, Pa · Firm absorbed
3 joined from Financial Abundance, Inc.
Nov 6, 2025 · State College, Pa · Firm absorbed
2 joined from Grassi Investment Management, LLC
Sep 11, 2025 · Santa Clara, Ca
4 joined from Mosaic Pacific Investment Advisors
Aug 7, 2025 · Honolulu, Hi · Firm absorbed

Teams out Teams in

Private funds

5 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Cais Private Equity Core I, L.P.	Private Equity Fund	$122M	303	Mar 31, 2023
Cais Private Equity Core II, L.P.	Private Equity Fund	$62.3M	207	Nov 7, 2023
Lenox Hpe, LLC	Private Equity Fund	$11.2M	35	Jan 4, 2016
Lenox Pe Fund I, LLC	Private Equity Fund	$1.7M	40	Jan 4, 2016
Lenox Blue Chip, LLC	Private Equity Fund	$224,020	38	Jan 4, 2016

Owners and control persons

Schedule A and B, latest filing

Lewis James Battmer · Chief Investment Officercontrol
since 10/2023 · owns less than 5%
John David Kaye · Chief Financial Officer Compliance Officercontrol
since 06/2020 · owns less than 5%
Michael Jonathan Knapp · Chief Operations Officercontrol
since 07/2018 · owns less than 5%
Alex Peter Mallouk · President And Ceocontrol
since 12/2003 · owns less than 5%
Babu Ramesh Poola · Co-Chief Investment Officercontrol
since 10/2023 · owns less than 5%
Richard Kenneth Pyle · Compliance Executivecontrol
since 10/2023 · owns less than 5%
Lee Richardson · Chief Risk And Chief Compliance Officercontrol
since 07/2021 · owns less than 5%
Marie Molly Rothove · Vice Presidentcontrol
since 02/2005 · owns less than 5%
Walker Chatten Scruggs · Chief Technology Officer Officercontrol
since 04/2017 · owns less than 5%
George Alexander Mallouk · Trusteecontrol
since 01/2014 · owns F of Mjg Irrevocable Cp Trust Dated 01/01/2014

Entity owners

Cpi Holdco B, LLC · Sole Member
direct · owns 75% or more
Cpi Holdco A, LLC · Sole Member
indirect · owns 75% or more of Cpi Holdco B, LLC
Creative Planning (Cpi) Holdco, Inc. · Member
indirect · owns 75% or more of Creative Planning Holdco, LLC
Creative Planning Holdco, LLC · Sole Member
indirect · owns 75% or more of Cpi Holdco A, LLC
Creative Planning Trust Company, LLC · Trustee
indirect · owns F of Mjg Irrevocable Cp Trust Dated 01/01/2014
Mjg Irrevocable Cp Trust Dated 01/01/2014 · Stockholder
indirect · owns 25% to 50% of Creative Planning (Cpi) Holdco, Inc.
Peter Mallouk Trust Dated 7/17/2002 · Stockholder
indirect · owns 50% to 75% of Creative Planning (Cpi) Holdco, Inc.

Related persons

Schedule D 7.A

Cp Strategic Advisors LLC
insurancen
Creative Planning Business Accounting Services, LLC
insurancen
Creative Planning Insurance, LLC
real estaten
Creative Planning Legal, P.A.
n
Creative Planning Payroll, LLC
insurancen
Creative Planning Risk Management, LLC
real estaten
Creative Planning Tax, LLC
insurancen
Creative Planning Tpa, LLC
insurancen
Creative Planning Trust Company, LLC
n
United Capital Financial Advisors
investment advisernRAUM $25B
United Capital Risk Management, LLC
real estaten

Advisers that list Creative Planning as a related person

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
Overland Park, Ks · principal	1,167	234	9
Mclean, Va	29	2	0
Bloomington, Mn	28	1	0
Atlanta, Ga	25	5	0
San Diego, Ca	24	2	0
Chicago, Il	22	5	0
Oak Brook, Il	19	6	0
Austin, Tx	18	1	0
Irvine, Ca	17	8	0
Dallas, Tx	17	3	0
Brookfield, Wi	16	3	0
Denver, Co	13	2	1
Madison, Wi	13	1	1
Knoxville, Tn	12	12	0
Omaha, Ne	12	1	0
Charlotte, Nc	12	1	0
Gilbert, Az	10	1	0
New York, Ny	10	0	0
Doylestown, Pa	10	10	1
Montgomery, Oh	9	0	0

All 60 offices

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 26 since 2015, 9 in 24 monthsderived
Advisors acquired: 178derived
Still registered after 90 days: 92% of 178derived
After 180 days: 89% of 167derived
After 365 days: 89% of 153derived
After 730 days: 83% of 128derived
Team lift-outs after: 12derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

Overland Park, KS40 employees
Overland Park, KS36 employees
Mclean, VA29 employees
Gilbert, AZ19 employees
Le Mesa, CA17 employees
Austin, TX17 employees
Memphis, TN16 employees
Berwyn, PA16 employees
Atlanta, GA14 employees
Des Peres, MO14 employees
Montgomery, OH12 employees
San Diego, CA12 employees
Omaha, NE11 employees
Denver, CO11 employees
Irving, CA10 employees
Wilmington, DE10 employees
Indianapolis, IN10 employees
Milwaukee, WI9 employees
Addison, TX9 employees
Oak Brook, IL8 employees
Bloomington, MN8 employees
Chicago, IL7 employees
Alpharetta, GA7 employees
Burlingame, CA7 employees
Bloomington, MN7 employees

ADV anomalies

4 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Jul 10, 2026
PYLE, KENNETH, RICHARD (COMPLIANCE EXECUTIVE) left Schedule A between the filings of 2024-11-27 and 2026-07-10
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 10, 2026
MALLOUK, ALEXANDER, GEORGE (TRUSTEE) left Schedule A between the filings of 2024-11-27 and 2026-07-10
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 10, 2026
RICHARDSON, LEE (CHIEF RISK AND CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-11-27 and 2026-07-10
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 10, 2026
Poola, Ramesh, Babu (CO-CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2024-11-27 and 2026-07-10
peers: independent wealth managers, $20B and over (84)

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 269,686 to 320,323
Dec 26, 2025 to Mar 31, 2026
Advisory employees · 1,319 to 1,538
Dec 26, 2025 to Mar 31, 2026
Charity clients · 396 to 335
Dec 26, 2025 to Mar 31, 2026
Corporate clients · 1,744 to 1,847
Dec 26, 2025 to Mar 31, 2026
HNW clients · 30,632 to 39,511
Dec 26, 2025 to Mar 31, 2026
Individual clients · 41,774 to 47,540
Dec 26, 2025 to Mar 31, 2026
Pension plan clients · 10,133 to 10,861
Dec 26, 2025 to Mar 31, 2026
Pooled vehicle clients · 2 to 5
Dec 26, 2025 to Mar 31, 2026
Assets in custody · $12B to $11B
Dec 26, 2025 to Mar 31, 2026
Employees · 1,428 to 1,650
Dec 26, 2025 to Mar 31, 2026
Insurance-licensed employees · 2 to 24
Dec 26, 2025 to Mar 31, 2026
State-registered IARs · 931 to 1,079
Dec 26, 2025 to Mar 31, 2026
Other offices · 102 to 150
Dec 26, 2025 to Mar 31, 2026
Discretionary RAUM · $215B to $292B
Dec 26, 2025 to Mar 31, 2026
HNW RAUM · $118B to $164B
Dec 26, 2025 to Mar 31, 2026
Individual RAUM · $17B to $20B
Dec 26, 2025 to Mar 31, 2026
Non-discretionary RAUM · $2.8B to $3.6B
Dec 26, 2025 to Mar 31, 2026
Pension RAUM · $71B to $96B
Dec 26, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $92.5M to $922M
Dec 26, 2025 to Mar 31, 2026
RAUM · $217B to $296B
Dec 26, 2025 to Mar 31, 2026
Financial planning clients · More than 500 to More than 500
Mar 24, 2025 to May 22, 2025
Accounts · 234,298 to 269,686
Nov 27, 2024 to Mar 5, 2025
Advisory employees · 1,210 to 1,319
Nov 27, 2024 to Mar 5, 2025
Charity clients · 312 to 396
Nov 27, 2024 to Mar 5, 2025
Corporate clients · 1,835 to 1,744
Nov 27, 2024 to Mar 5, 2025
HNW clients · 25,502 to 30,632
Nov 27, 2024 to Mar 5, 2025
Individual clients · 38,791 to 41,774
Nov 27, 2024 to Mar 5, 2025
Pension plan clients · 9,471 to 10,133
Nov 27, 2024 to Mar 5, 2025
Assets in custody · $73.3M to $12B
Nov 27, 2024 to Mar 5, 2025
Employees · 1,319 to 1,428
Nov 27, 2024 to Mar 5, 2025
Insurance-licensed employees · 5 to 2
Nov 27, 2024 to Mar 5, 2025
State-registered IARs · 879 to 931
Nov 27, 2024 to Mar 5, 2025
Other offices · 79 to 102
Nov 27, 2024 to Mar 5, 2025
Discretionary RAUM · $172B to $215B
Nov 27, 2024 to Mar 5, 2025
HNW RAUM · $94B to $118B
Nov 27, 2024 to Mar 5, 2025
Individual RAUM · $16B to $17B
Nov 27, 2024 to Mar 5, 2025
Non-discretionary RAUM · $3.0B to $2.8B
Nov 27, 2024 to Mar 5, 2025
Pension RAUM · $57B to $71B
Nov 27, 2024 to Mar 5, 2025
Pooled vehicle RAUM · $12.8M to $92.5M
Nov 27, 2024 to Mar 5, 2025
RAUM · $175B to $217B
Nov 27, 2024 to Mar 5, 2025

Signals

60 dated events

Heather M Aeschliman registered as an investment adviser representative at Creative Planning
Sep 16, 2026 · Advisor registered · fact
Christopher Michael Maas registered as an investment adviser representative at Creative Planning
Sep 16, 2026 · Advisor registered · fact
John Giannattasio registered as an investment adviser representative at Creative Planning
Sep 15, 2026 · Advisor registered · fact
Thomas Lawson registered as an investment adviser representative at Creative Planning
Sep 14, 2026 · Advisor registered · fact
Alexandra Payne left Creative Planning for Seia (registered 2026-08-31)
Aug 28, 2026 · Advisor changed firm · fact
Nathan Daniel Bodart left Creative Planning for Cliftonlarsonallen Wealth Advisors, Llc (registered 2026-08-13)
Aug 14, 2026 · Advisor changed firm · fact
Taylor Ayres left Creative Planning for Schwab Wealth Advisory, Inc. (registered 2026-08-21)
Aug 3, 2026 · Advisor changed firm · fact
Paul Nathan Deal left Creative Planning for Valeo Financial Advisors, Llc (registered 2026-08-31)
Jul 14, 2026 · Advisor changed firm · fact
Thomas Henry Itkoff left Creative Planning for Matter Family Office (registered 2026-07-17)
Jul 7, 2026 · Advisor changed firm · fact
Philip James Ricasata left Creative Planning for Mariner (registered 2026-04-10)
Apr 13, 2026 · Advisor changed firm · fact
2 advisors left Private Advisor Group, LLC (Columbia, MD) for Creative Planning on the same day
Apr 10, 2026 · Team lift-out · derived
Amanda Hayda Staples left Creative Planning for Principal Asset Management (registered 2026-05-01)
Apr 6, 2026 · Advisor changed firm · fact
Aaron Matthew Spitzner left Creative Planning for Lpl Financial Llc (registered 2026-04-02)
Apr 3, 2026 · Advisor changed firm · fact
David M Coen left Creative Planning for Sovran Advisors, Llc (registered 2026-03-30)
Apr 2, 2026 · Advisor changed firm · fact
Creative Planning reported 150 offices beyond its principal office, up from 102 (2025-12-26 to 2026-03-31)
Mar 31, 2026 · Office count change · derived
Creative Planning reported RAUM $295.6B, up 36% from $217.4B (2025-12-26 to 2026-03-31)
Mar 31, 2026 · RAUM change · derived
Duncan & Haley, LTD.'s advisors moved to Creative Planning (Seattle, WA): 3 of 3 registered, on the same day
Mar 30, 2026 · Firm absorbed (people side) · derived
Burt Wealth Advisors's advisors moved to Creative Planning (North Bethesda, MD): 8 of 8 registered, on the same day
Mar 27, 2026 · Firm absorbed (people side) · derived
Sean Michael Dann left Creative Planning for Range Advisory, Llc (registered 2026-03-19)
Mar 20, 2026 · Advisor changed firm · fact
Nancy Jean Metzger left Creative Planning for Mapt Capital (registered 2026-05-04)
Mar 20, 2026 · Advisor changed firm · fact
Matthew Alexander Cosgriff left Creative Planning for Apella Wealth (registered 2026-07-16)
Mar 2, 2026 · Advisor changed firm · fact
4 advisors left Cetera Investment Advisers LLC (Knoxville, TN) for Creative Planning within 9 days
Jan 21, 2026 · Team lift-out · derived
The Marshall Financial Group, Inc's advisors moved to Creative Planning (Doylestown, PA): 11 of 11 registered, on the same day
Dec 10, 2025 · Firm absorbed (people side) · derived
Charlotte Anne Morgan left Creative Planning for Family Financial (registered 2026-08-19)
Nov 20, 2025 · Advisor changed firm · fact
Brian Alexander Abatemarco left Creative Planning for Cedarstream Wealth, Llc (registered 2026-09-03)
Nov 7, 2025 · Advisor changed firm · fact
Financial Abundance, Inc.'s advisors moved to Creative Planning (State College, PA): 3 of 3 registered, on the same day
Nov 6, 2025 · Firm absorbed (people side) · derived
Matthew Thomas Eilert left Creative Planning for Atwood & Palmer, Inc. (registered 2025-10-23)
Sep 30, 2025 · Advisor changed firm · fact
Francisco Xavier Aguilar Puyol left Creative Planning for Mapt Capital (registered 2026-05-04)
Sep 24, 2025 · Advisor changed firm · fact
2 advisors left Grassi Investment Management, LLC (Santa Clara, CA) for Creative Planning on the same day
Sep 11, 2025 · Team lift-out · derived
Carly Frances Prentice Bell left Creative Planning for Gallagher Fiduciary Advisors, Llc (registered 2026-07-16)
Sep 8, 2025 · Advisor changed firm · fact

Across DFX

shared identifiers only, never a name match

Creative Planning · Independent Sponsors
shared crd · capital_provider
Creative Planning · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Business phone: 866-273-2848reportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 866-427-4015reportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 833-416-4702reportedpublished by the firm, firm site, Sep 17, 2026
Firm profile: linkedin.com/company/jbjinvestreportedpublic record, Form ADV, Sep 17, 2026
Firm profile: linkedin.com/company/90848reportedpublic record, Form ADV, Sep 17, 2026
Website: creativeplanning.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: (866) 909-5148reportedpublic record, Form ADV, Jul 10, 2026
Contact form: creativeplanning.com/contact-usreportedpublished by the firm, firm site, Sep 17, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $254Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026