Creative Planning Ranked No. 1 on RIA Channel®'s List of Top 100 Wealth Managers - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Newswires
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Meet our Editorial Staff
    • Advertise
    • Contact
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Newswires
Newswires RSS Get our newsletter
Order Prints
September 8, 2020 Newswires
Share
Share
Post
Email

Creative Planning Ranked No. 1 on RIA Channel®’s List of Top 100 Wealth Managers

PR Newswire

OVERLAND PARK, Kan., Sept. 8, 2020 /PRNewswire/ -- Creative Planning LLC. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), has been named No. 1 on RIA Channel®'s 2020 Top 100 Wealth Managers List.

(PRNewsfoto/Creative Planning)

RIA Channel ranked the firms in this year's listing based on proprietary criteria and data. Rankings are based on an RIA firm's size and growth of assets, as reported to the U.S. Securities and Exchange Commission ("SEC") as of June 30, 2020. Regulatory data, organic research, and advisor surveys from RIA Database were also harnessed to compile this year's Top 100 Wealth Managers List. For more information, please visit https://www.riachannel.com/top-100-wealth-manager-list-2020/.

Peter Mallouk, Chief Executive Officer of Creative Planning, said, "We are humbled and honored to see the name of our firm at the top of such a prestigious ranking of RIAs. Everything we do is driven by our client-centric, planning-led approach to wealth management, and we are grateful to be recognized by our peers in the industry for our efforts."

About Creative Planning
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management.  Creative Planning manages over $50 billion in assets across all 50 states.

Data as of August 24, 2020.

www.creativeplanning.com

Media Contact: Terri Kayden, VP, Campaign Strategist, JConnelly
Email: tkayden@jconnelly.com 
Phone: 973 464 9790

Cision View original content to download multimedia:http://www.prnewswire.com/news-releases/creative-planning-ranked-no-1-on-ria-channels-list-of-top-100-wealth-managers-301125790.html

SOURCE Creative Planning

Older

Canvas Introduces Direct-To-Consumer Annuity Options Online

Newer

Healthpeak Properties™ to Present at BofA Securities 2020 Global Real Estate Virtual Conference

Advisor News

  • The 6X Formula for leveraging content marketing with AI
  • When a home becomes difficult to insure, the plan changes
  • The inheritance gap: Helping clients plan for money that hasn’t arrived
  • After the midterms: Addressing your clients’ tax concerns
  • Berkeley arts tax heads toward passage while public bank measure looks likely to fail
More Advisor News

Annuity News

  • Athene CEO criticizes offshore reinsurance, risk-taking by competitors
  • DOL, trade groups, state AGs file briefs supporting Alcoa in PRT lawsuit
  • John Hancock launches new fixed indexed annuity suite
  • Annuities to play a larger role in workplace retirement plans
  • FHLBank Pittsburgh Announces Results in 2026 Board Election
More Annuity News

Health/Employee Benefits News

  • CVS is planning a huge corporate breakup after drug price criticism. Did Louisiana play a role?
  • Health insurance premiums increase as Affordable Care Act open enrollment underway in Wisconsin
  • CVS is planning a huge corporate breakup after drug price criticism. Did Louisiana play a role?
  • A practical benefits strategy for cost-conscious employers
  • Uninsured? Here's where to look for free or low-cost vaccines
More Health/Employee Benefits News

Life Insurance News

  • AM Best Affirms Credit Ratings of Fubon Insurance Vietnam Co., Ltd.
  • Three lawsuits put life insurers’ cost-of-insurance practices under scrutiny
  • Military Briefs: November 12-18
  • Security Benefit Series B Preferred Stock Dividend Rate Resets to 10.286%
  • FHLBank Pittsburgh Announces Results in 2026 Board Election
More Life Insurance News

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Press Releases

  • Insurvoice Lets Independent Insurance Agency Owners Analyze Every Customer Call in ChatGPT or Claude
  • Spectrum Weather & Specialty Insurance Celebrates 15 Years and Welcomes the Next Generation
  • Royal Neighbors of America® Increases Service Capacity
  • Benefits Studio Launches to Fill the Missing Middle of Benefits Navigation at $49/mo
  • Lauren Sinnott Named to Ragan’s Top Women in Marketing Awards, Class of 2026 
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Meet our Editorial Staff
  • Advertise
  • Contact
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2026 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.