CREATIVE PLANNING LLC

72 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1,121+232 YoYRank #24 of mapped providers

Assets under administration$318.2B0.3%Market share · rank #43

Fees received$54MMedian $39,327/planSum across Schedule C direct + indirect

Net wins YoY+206335 won · 129 lostPlan-level switch detection

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