Data / Investment advisers / Kansas / Creative Planning
Creative Planning, Overland Park, KS: $296 billion AUM, SEC registered investment adviser
Creative Planning is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $296 billion in regulatory assets under management in its Form ADV filed July 10, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 105348
- SEC file number
- 801-18564
- SEC status
- Approved, effective March 18, 1983
- Legal name
- Creative Planning, LLC
- Main office
- 5454 W. 110th Street, Overland Park, KS 66211
- Phone
- (866) 909-5148
- Website
- connect.creativeplanning.com
- Regulatory AUM
- $295,568,603,071 in the Form ADV filed July 10, 2026
- Discretionary AUM
- $291,931,221,966
- Non discretionary AUM
- $3,637,381,105
- Accounts
- 320,323
- Employees
- 1,650, of which 1,538 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 5: 5 private equity funds
- Gross assets of private funds
- $197,378,145
- Other offices
- 150
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- July 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39,511 | $164.44 billion |
| Pension and profit sharing plans | 10,861 | $96.02 billion |
| Individuals (other than high net worth individuals) | 47,540 | $19.52 billion |
| Corporations or other businesses | 1,847 | $7.13 billion |
| Charitable organizations | 335 | $4.14 billion |
| State or municipal government entities | 199 | $3.39 billion |
| Pooled investment vehicles | 5 | $922 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $295.57 billion | March 31, 2026 |
| December 1, 2025 | $217.40 billion | September 4, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Onedigital | Overland Park | $155.41 billion | Not listed | adviserinfo.sec.gov |
| Mariner | Overland Park | $125.41 billion | 2 | adviserinfo.sec.gov |
| Prime Capital Financial | Overland Park | $39.14 billion | Not listed | adviserinfo.sec.gov |
| Mariner Advisor Network | Overland Park | $9.57 billion | Not listed | adviserinfo.sec.gov |
| Tortoise Capital Advisors, L.L.C. | Overland Park | $8.93 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with Over $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Creative Planning on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.