OVERLAND PARK, Kan. — June 24, 2026 — Creative Planning, one of the nation’s largest independent registered investment advisor (RIA) firms, today announced its inclusion on Worth Magazine’s (Worth) list of Top RIA Firms for 2026, a recognition highlighting advisory firms that demonstrate excellence in wealth management, comprehensive financial planning and client service.
The annual distinction recognizes advisory firms that meet a rigorous set of standards designed to identify those providing their affluent clients with a high level of expertise, independence and planning-focused guidance. Firms selected for the list are evaluated based on factors including their assets under management, their experience serving high-net-worth individuals and families, the breadth of their financial planning relationships and their ability to provide advice free from broker-dealer affiliations.
“Being recognized by Worth as one of the top RIA firms in the country is a tremendous honor,” said Creative Planning President and CEO Peter Mallouk. “This recognition reflects our commitment to delivering truly independent advice, comprehensive planning and exceptional service to the families, business owners and institutions who trust us with their financial futures. We remain focused on helping our clients achieve their goals through a fiduciary approach that always puts their interests first.”
The Worth Leading Advisor program is designed to help readers identify advisory firms that have demonstrated significant scale, deep experience working with affluent clients and a strong emphasis on comprehensive financial planning. The selection process also prioritizes firms that operate independently, helping ensure recommendations are made solely in clients’ best interests.
Creative Planning provides wealth management, financial planning, tax planning, estate planning, retirement planning and investment management services to clients across the United States and internationally. As a fiduciary, the firm is committed to providing objective advice tailored to each client’s unique circumstances and long-term goals.
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 business services and institutional money management. Creative Planning and its affiliates have more than $710 billion in assets under management or advisement as of December 31, 2025. SageView Advisory Group, United Capital Financial Advisors and Baseline Wealth Management Ltd. are affiliates of Creative Planning.
Third-party rankings should not be construed as a guarantee that a certain level of results will be experienced if Creative Planning is engaged, or constitutes to be engaged, to provide investment advisory services. Creative Planning never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Additional important disclosure information about our industry recognition may be found at https://creativeplanning.com/important-disclosure-information/.
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Creative Planning
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