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Creative Planning Competitors or Alternatives

Creative Planning's top competitors include Bel Air, Mariner and EFE.

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Creative Planning's company profile

Peter Mallouk

President & CEO

100/100
1,000 - 5,000
$0
$100M - 500M
  • $0
    $100M - 500M
  • 1,000 - 5,000
    $0
  • $100M - 500M
  • 100/100
  • 1,000 - 5,000
  • $0
  • $100M - 500M
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1
Creative Planning's Competitor - Bel Air logo

David Sadkin

President

87/100
25 - 100
- -
$5M - 25M
  • - -
    $5M - 25M
  • 25 - 100
    - -
  • $5M - 25M
  • 87/100
  • 25 - 100
  • - -
  • $5M - 25M
View ProfileView
2
Creative Planning's Competitor - Mariner logo

Marty Bicknell

President & CEO

97/100
1,000 - 5,000
$109.4M
$100M - 500M
  • $109.4M
    $100M - 500M
  • 1,000 - 5,000
    $109.4M
  • $100M - 500M
  • 97/100
  • 1,000 - 5,000
  • $109.4M
  • $100M - 500M
View ProfileView
3
Creative Planning's Competitor - EFE logo

Jay Shah

CEO

86/100
1,000 - 5,000
- -
$100M - 500M
  • - -
    $100M - 500M
  • 1,000 - 5,000
    - -
  • $100M - 500M
  • 86/100
  • 1,000 - 5,000
  • - -
  • $100M - 500M
View ProfileView
4
Creative Planning's Competitor - Equity Planning logo

Marc S. Schliefer

President & CEO

86/100
25 - 100
$1M
$5M - 25M
  • $1M
    $5M - 25M
  • 25 - 100
    $1M
  • $5M - 25M
  • 86/100
  • 25 - 100
  • $1M
  • $5M - 25M
View ProfileView
5
Creative Planning's Competitor - Compass Financial Partners logo

Kathleen Kelly

Managing Partner

86/100
1 - 25
$150K
$5M - 25M
  • $150K
    $5M - 25M
  • 1 - 25
    $150K
  • $5M - 25M
  • 86/100
  • 1 - 25
  • $150K
  • $5M - 25M
View ProfileView
Creative Planning's top 19 competitors are Bel Air, Mariner, EFE, TC Wealth Partners, Equity Planning, Compass Financial Partners, WMG, Stafford Financial, Segall Bryant Hamill LLC, Bailard, The Waterford Group, MACRO, Oakwood Capital Management, Giordano Wealth Management, Farr, Miller & Washington, CJM, Radnor, TLC Insurance Group and True Capital. Together they have raised over 128.9M between their estimated 3.4K employees. Creative Planning's revenue is the ranked 3rd among it's top 10 competitors. The top 10 competitors average 45.5M. Creative Planning has 1,500 employees and is ranked 1st among it's top 10 competitors. The top 10 competitors average 246.

Creative Planning VS Bel Air

Bel Air is the top competitor of Creative Planning. Bel Air was founded in 1997, and its headquarters is in Los Angeles, California. Like Creative Planning, Bel Air also operates in the Asset & Investment Management field. Bel Air has 1,457 fewer employees than Creative Planning.

Creative Planning VS Mariner

Mariner is seen as one of Creative Planning's top competitors. Mariner was founded in Overland Park, Kansas} in 2006. Like Creative Planning, Mariner also works within the Asset & Investment Management field. Compared to Creative Planning, Mariner generates $13.8M more revenue.

Creative Planning VS EFE

EFE is Creative Planning's #3 rival. EFE's headquarters is in Boston, Massachusetts, and was founded in 1986. Like Creative Planning, EFE also operates in the Asset & Investment Management sector. EFE generates 190% of Creative Planning's revenue.

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Frequently Asked Questions about Creative Planning

  1. Who are Creative Planning's top competitors?

    Creative Planning's top 3 competitors are Bel Air, Mariner, EFE.

  2. Who is similar to Creative Planning?

    Bel Air is the most similar to Creative Planning. Mariner and EFE are also similar to Creative Planning.

  1. Are Creative Planning and Bel Air competitors?

    Yes, Bel Air is one of Creative Planning’s top competitors.