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- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS · Inspira Financial Trust · LLC · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-18-1983
- Office Locations
- 404
Office Locations
About Creative Planning
Creative Planning is an independent fiduciary wealth manager providing comprehensive wealth management and family office services for high-net-worth and ultra-affluent investors, plus retirement plan and foundation support. The team includes CFP professionals and serves clients nationwide through advisors in major metros. It also delivers integrated tax and financial services and business consulting, partnering with separately governed CPA firm BerganKDV for audit and attest work.
Reported data analysis
What the numbers show
Between December 26, 2025 and July 10, 2026, reported AUM increased 36.0%, from $217.4B to $295.6B.
Across 5 reported observations, AUM increased 120.9% between August 8, 2022 and July 10, 2026, from $133.8B to $295.6B.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 1,538 advisory representatives and 102,065 clients, or 66.4 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 404 reported office locations and 43 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Creative Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
James Lewis Battmer
Chief Investment Officer
- CRD
- #4791494
- Ownership
- Less than 5%
DAVID JOHN KAYE
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Jonathan Eugene Abdo
Wealth Manager
- CRD
- #6578092
Patrick Colorado Abelon
--
- CRD
- #4143311
Showing 2 of 1167 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $291,931,221,966 | $919,434 |
| Non-Discretionary | $3,637,381,105 | $1,293,981 |
| Total | $295,568,603,071 | $922,721 |
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Separately Managed Accounts
SMA allocation detail is available
Creative Planning has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Creative Planning's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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