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Equity Planning Competitors or Alternatives

Equity Planning's top competitors include Creative Planning, MACRO and Cardan Capital Partners.

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Equity Planning's company profile

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
1
Equity Planning's Competitor - Creative Planning logo

Peter Mallouk

President & CEO

100/100
1,000 - 5,000
- -
$100M - 500M
  • - -
    $100M - 500M
  • 1,000 - 5,000
    - -
  • $100M - 500M
  • 100/100
  • 1,000 - 5,000
  • - -
  • $100M - 500M
View ProfileView
2
Equity Planning's Competitor - MACRO logo

Mark Cortazzo

Founder

90/100
1 - 25
$350K
$5M - 25M
  • $350K
    $5M - 25M
  • 1 - 25
    $350K
  • $5M - 25M
  • 90/100
  • 1 - 25
  • $350K
  • $5M - 25M
View ProfileView
3
Equity Planning's Competitor - Cardan Capital Partners logo

Matthew A. Papazian

Co-Founder & CEO

89/100
1 - 25
- -
$5M - 25M
  • - -
    $5M - 25M
  • 1 - 25
    - -
  • $5M - 25M
  • 89/100
  • 1 - 25
  • - -
  • $5M - 25M
View ProfileView
4
Equity Planning's Competitor - Jolles Financial logo

Lisa Jolles

Managing Partner

90/100
250 - 500
- -
$5M - 25M
  • - -
    $5M - 25M
  • 250 - 500
    - -
  • $5M - 25M
  • 90/100
  • 250 - 500
  • - -
  • $5M - 25M
View ProfileView
5
Equity Planning's Competitor - Atria Wealth Solutions logo

Doug Ketterer

CEO

89/100
100 - 250
- -
$5M - 25M
  • - -
    $5M - 25M
  • 100 - 250
    - -
  • $5M - 25M
  • 89/100
  • 100 - 250
  • - -
  • $5M - 25M
View ProfileView
Equity Planning's top 22 competitors are Creative Planning, MACRO, Cardan Capital Partners, TWM, Jolles Financial, Atria Wealth Solutions, True Capital, Avalon, Bel Air, WMG, TC Wealth Partners, Compass Financial Partners, Mariner, Stafford Financial, Bailard, TLC Insurance Group, Ross Wealth Advisors, CJM, Segall Bryant Hamill LLC, Oakwood Capital Management, The Waterford Group and EFE. Together they have raised over 127.9M between their estimated 5.4K employees. Equity Planning's revenue is the ranked 6th among it's top 10 competitors. The top 10 competitors average 41.7M. Equity Planning has 70 employees and is ranked 8th among it's top 10 competitors. The top 10 competitors average 238.

Equity Planning VS Creative Planning

Creative Planning has been one of Equity Planning's top competitors. Creative Planning is a Private company that was founded in 1983 in Overland Park, Kansas. Like Equity Planning, Creative Planning also competes in the Banking, Financial Services and Insurance sector. Compared to Equity Planning, Creative Planning has 1,430 more employees.

Equity Planning VS MACRO

MACRO is seen as one of Equity Planning's biggest rivals. MACRO is a Private company that was founded in Parsippany, New Jersey in 1992. Like Equity Planning, MACRO also operates in the Investment Banking and Securities sector. MACRO has 46 fewer employees vs. Equity Planning.

Equity Planning VS Cardan Capital Partners

Cardan Capital Partners is perceived as one of Equity Planning's biggest rivals. Cardan Capital Partners was founded in Denver, Colorado} in 2015. Like Equity Planning, Cardan Capital Partners also competes in the Banking, Financial Services and Insurance space. Compared to Equity Planning, Cardan Capital Partners generates $14.2M less revenue.

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Trending News for Equity Planning and Equity Planning's Competitors

April 21, 2025Creative Planning Blog
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Frequently Asked Questions about Equity Planning

  1. Who are Equity Planning's top competitors?

    Equity Planning's top 3 competitors are Creative Planning, MACRO, Cardan Capital Partners.

  2. Who is similar to Equity Planning?

    Creative Planning is the most similar to Equity Planning. MACRO and Cardan Capital Partners are also similar to Equity Planning.

  1. Are Equity Planning and Creative Planning competitors?

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