Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors
Every SEC-registered investment adviser representative at Creative Planning, by the state and city of the office they work from.
1,038 registered advisors work at Creative Planning, in 39 states and 242 cities; the most are in Overland Park, KS (615). 570 list the CFP designation and 0 are also registered broker representatives.
Search every Creative Planning advisor by name →Who joined and left Creative Planning →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Creative Planning payout grid vs. other firms →
Cities with the most Creative Planning advisors
Overland Park, KS 615Bloomington, MN 16McLean, VA 12Atlanta, GA 11Dallas, TX 11Chicago, IL 10Knoxville, TN 8San Diego, CA 8Doylestown, PA 7Addison, TX 6Brookfield, WI 6De Pere, WI 6Madison, WI 6Memphis, TN 6Alpharetta, GA 5Newport Beach, CA 5Omaha, NE 5Austin, TX 4Greenville, DE 4Irvine, CA 4Lawrence, KS 4Scottsdale, AZ 4Berwyn, PA 3Bismarck, ND 3Charlotte, NC 3Denver, CO 3Des Peres, MO 3Houston, TX 3Indianapolis, IN 3Menlo Park, CA 3
Creative Planning advisors by state
Creative Planning in Kansas 627
Overland Park 615Lawrence 4Olathe 2Prairie Village 2Leawood 1Manhattan 1Shawnee 1Wichita 1
Creative Planning in California 49
San Diego 8Newport Beach 5Irvine 4Menlo Park 3Westlake Village 3El Dorado Hills 2Mission Viejo 2Monterey 2Santa Clara 2Walnut Creek 2Alpine 1Berkeley 1Canyon Country 1Castaic 1Corona 1El Segundo 1Glendale 1Long Beach 1Los Angeles 1Manhattan Beach 1Oakland 1Rocklin 1San Carlos 1San Diego, 1San Francisco 1Santa Monica 1
Creative Planning in Texas 41
Dallas 11Addison 6Austin 4Houston 3Irving 2McKinney 2Colleyville 1Flower Mound 1Frisco 1Katy 1Kingwood 1Lavon 1Llano 1Rockwall 1San Antonio 1Spring 1The Woodlands 1Trophy Club 1Weatherford 1
Creative Planning in Wisconsin 28
Brookfield 6De Pere 6Madison 6Shorewood 2Bangor 1Eau Claire 1Fitchburg 1Green Bay 1Hales Corners 1Menomonee Falls 1Pewaukee 1Reedsville 1
Creative Planning in Minnesota 23
Bloomington 16Bl;oomington 1Champlin 1Egan 1Excelsior 1Lino Lakes 1Minneapolis 1St. Louis Park 1
Creative Planning in Illinois 22
Chicago 10Oak Brook 3Arlington Heights 1Clarendon Hills 1Darien 1Deer Park 1Naperville 1Oakbrook Terrace 1Rockford 1Skokie 1Westmont 1
Creative Planning in Missouri 19
Des Peres 3St. Louis 2Blue Springs 1Columbia 1Kansas City 1Kirkwood 1Lake St. Louis 1Lake Tapawingo 1O Fallon 1Raymore 1St. Charles 1Webster Groves 1Weldon Spring 1Wentzville 1Wildwood 1Wright City 1
Creative Planning in Virginia 18
McLean 12Centreville 1Chesterfield 1Farmville 1Goldvein 1Richmond 1Virginia Beach 1
Creative Planning in Pennsylvania 17
Doylestown 7Berwyn 3Lewisburg 2Bridgeport 1Perkasie 1Plymouth 1Springfield 1Valencia 1
Creative Planning in Florida 15
Tampa 2Altamonte Springs 1Fort Lauderdale 1Maitland 1Marco Island 1Miami 1Naples 1Odessa 1Pompano Beach 1Riverview 1Saint Augustine 1Saint Petersburg 1St. Petersburg 1West Palm Beach 1
Creative Planning in Arizona 14
Scottsdale 4Phoenix 3Vail 2Gilbert 1Goodyear 1Mesa 1Queen Creek 1Tempe 1
Creative Planning in Colorado 12
Denver 3Littleton 2Louisville 2Arvada 1Aurora 1Fraser 1Highlands Ranch 1Lakewood 1
Creative Planning in Washington 11
Seattle 3Bellevue 2Vancouver 2Monroe 1Sammamish 1Shoreline 1Walla Walla 1
Creative Planning in Maryland 10
North Bethesda 3Annapolis 1Baltimore 1Columbia 1Ellicott City 1Hampstead 1Millersville 1Mount Airy 1
Creative Planning in Michigan 8
Troy 2Kalamazoo 1Macomb Twp 1Novi 1Portage 1South Lyon 1W. South Lyon 1
Questions
How many financial advisors does Creative Planning have?
1,038 investment adviser representatives are registered with Creative Planning, according to the SEC's Investment Adviser Public Disclosure records, in 39 states and 242 cities. 570 list the CFP designation and 0 are also registered as broker representatives.
Where does Creative Planning have the most advisors?
Overland Park, KS, with 615 registered advisors, then Bloomington, MN (16). By state, Kansas has the most, with 627.
How do I find a Creative Planning financial advisor near me?
Pick your state below, then your city, to see every Creative Planning advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Creative Planning offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →