Creative Planning

Overland Park, KS

Est. 1983

2000+ employees

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85 TrustRank™

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4.7/5

Review Score

1,800 reviews

88%

AI Visibility

TrustRank™ score

Industry Rank

Financial Advisors

56 / 62

DA / DR

Domain authority

2000+

Team Size

Employees

43 yrs

Experience

Founded 1983

About Creative Planning

Named a top RIA by Barron's and Forbes. Integrates tax, legal, and investment planning for high-net-worth individuals and families.

Services Offered

Comprehensive Wealth ManagementTax-Integrated PlanningEstate PlanningBusiness Planning

Minimum engagement: $500K AUM

AI Platform Visibility

ChatGPT87%

Perplexity84%

Google AI Overviews87%

Claude88%

Scores reflect how frequently Creative Planning appears in AI-generated responses across tracked fee-only and fiduciary financial planning queries. Measured monthly via ProCloser.ai's LLM Pipeline across 500+ prompts per platform.

TrustRank™ 85/100 — How It's Calculated

25%

Client Reviews

25%

AI Visibility

25%

Market Share

25%

Brand Reputation

TrustRank™ is ProCloser.ai's composite scoring system. It combines verified review data from Google and Clutch, AI search mention frequency across ChatGPT, Perplexity, Google AI Overviews, and Claude, market share and deal volume metrics, and domain authority signals. Updated monthly.

Client Reviews

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