Data / Investment advisers / California / Creative Planning Institutional Advisors, LLC
Creative Planning Institutional Advisors, LLC, Newport Beach, CA: $37.5 billion AUM, SEC registered investment adviser
Creative Planning Institutional Advisors, LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $37.5 billion in regulatory assets under management in its Form ADV filed August 25, 2026. Its clients include pension and profit sharing plans, state and municipal governments and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 126777
- SEC file number
- 801-64265
- SEC status
- Approved, effective May 31, 2005
- Main office
- 4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660
- Phone
- (800) 814-8742
- Regulatory AUM
- $37,502,470,791 in the Form ADV filed August 25, 2026
- Discretionary AUM
- $37,502,470,791
- Accounts
- 1,301
- Employees
- 195, of which 112 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 23
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, civil court actions
- Latest Form ADV filing
- August 25, 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 |
|---|---|---|
| Pension and profit sharing plans | 668 | $35.63 billion |
| State or municipal government entities | 19 | $1.31 billion |
| High net worth individuals | 95 | $468.7 million |
| Individuals (other than high net worth individuals) | 124 | $54.8 million |
| Corporations or other businesses | 9 | $35.9 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 | $37.50 billion | March 31, 2026 |
| December 1, 2025 | $238.55 billion | November 11, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pacific Investment Management Company LLC | Newport Beach | $3.67 trillion | 210 | adviserinfo.sec.gov |
| Beacon Pointe Advisors, LLC | Newport Beach | $54.87 billion | 5 | adviserinfo.sec.gov |
| Canterbury Consulting Incorporated | Newport Beach | $45.88 billion | 16 | adviserinfo.sec.gov |
| Pacific Life Fund Advisors LLC | Newport Beach | $42.81 billion | 1 | adviserinfo.sec.gov |
| Syzygy Asset Management, LLC | Newport Beach | $32.22 billion | Not listed | adviserinfo.sec.gov |
| Aristotle Pacific Capital, LLC | Newport Beach | $26.76 billion | 6 | adviserinfo.sec.gov |
| Aristotle Investment Services, LLC | Newport Beach | $16.50 billion | Not listed | adviserinfo.sec.gov |
| Paamco Prisma, LLC | Newport Beach | $14.45 billion | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving state and municipal governments
- Creative Planning Institutional Advisors, LLC 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.