CRD: 126777
Creative Planning Institutional Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-22-2003
- Office Locations
- 38
Office Locations
About Creative Planning Institutional Advisors, LLC
SageView Advisory Group is an independent RIA serving institutional retirement plan sponsors and individual investors. It provides fiduciary support including investment oversight, comprehensive plan sponsor support, compliance consulting, and financial wellness solutions, alongside wealth management guidance for executives, professionals, business owners, and multi-generational families. Founded in Southern California in 1989 with offices nationwide; recognized by Forbes as a Top RIA (2025).
Reported data analysis
What the numbers show
Between December 26, 2025 and March 31, 2026, reported AUM decreased 84.3%, from $238.6B to $37.5B.
Across 5 reported observations, AUM decreased 78.7% between July 6, 2022 and March 31, 2026, from $176.3B to $37.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 112 advisory representatives and 2,647 clients, or 23.6 clients per representative. That equates to $14.2M in reported AUM per client.
The profile lists 38 reported office locations and 22 years in operation. The source data was last updated on August 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Platform
- Services
- Technology
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The full Creative Planning Institutional Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KAREN FISCHER PRANGE
Chief Compliance Officer
- CRD
- #2890728
- Ownership
- Less than 5%
JONATHAN TYLER UPHAM
President
- CRD
- #2957743
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MATTHEW THOMAS ANDERSON
--
- CRD
- #5045931
THOMAS JOHN ARCURI
--
- CRD
- #5154218
Showing 2 of 97 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,502,470,791 | $28,825,881 |
| Non-Discretionary | $0 | -- |
| Total | $37,502,470,791 | $28,825,881 |
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Separately Managed Accounts
SMA allocation detail is available
Creative Planning Institutional Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2025
Review the latest reported holdings
Creative Planning Institutional Advisors, LLC's 13F holdings detail is available for Q4 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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