Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
Ranked No. 3 on Barron’s 2023 list of top RIA firms, Overland Park, Kan.-based Creative Planning has grown to become one of the nation’s largest RIAs. Established in 1983, Creative Planning had all of $100 million in assets in 2004. Thanks to organic growth, and more recently, an emphasis on dealmaking, the firm today manages