Creative Planning Revenue, Growth & Competitor Profile

DBA Creative Planning Employee Investment, LLC
DBA CREATIVE PLANNING LEGAL, P.A.
DBA CREATIVE PLANNING, LLC
DBA Creative Planning Management, LLC

Company Profile & Annual Report for Creative Planning

Access the complete profile.

Creative Planning Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	Over 1,000Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	54111 Law Firms
Address	5454 W. 110th Street Overland Park, KS 66211

Note: Revenues for privately held companies are statistical evaluations.


Creative Planning's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Creative Planning's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Creative Planning is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Creative Planning Annual Revenue and Growth Rate

Creative Planning	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Over $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Creative Planning's revenues are gauged from an analysis of company filings.

Creative Planning's Income Statement (based on Industry Averages)

Creative Planning P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Creative Planning has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
March 16, 2021	1	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Creative Planning is developing and marketing. Creative Planning doesn't have any recent trademark applications, indicating Creative Planning is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SUCCESSWISE Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans	07/06/2022
THRIVEWISE Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans	05/06/2022
ACCRUEWISE Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans	05/06/2022

See all trademarks and details in the Full Report.

Market Share of Creative Planning's Largest Competitors

A competitive analysis shows these companies are in the same general field as Creative Planning, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Creative Planning. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MARINER WEALTH ADVISORS	Overland Park, KS	100
BATS GLOBAL MARKETS HOLDINGS	Lenexa, KS	45
CREATIVE PLANNING	Overland Park, KS	34
PRIME CAPITAL INVESTMENT ADVISORS	Overland Park, KS	12
TORTOISEECOFIN INVESTMENTS PARTNERS	Overland Park, KS	2
RPS FINANCIAL GROUP	Leawood, KS	1

Future Competition: Creative Planning's Fastest Growing Competitors

These companies are in the same general field as Creative Planning and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)