RIA Intel›Advisers›California›CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, LLC

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, LLC

SEC RegisteredAdvisory

NEWPORT BEACH, CA

Data as of Aug 5, 2026 · Source: SEC Form ADV

Rank in CA
#72
of 5,488 advisers by AUM
AUM change, 1 year
+29.5%
84th percentile in CA
AUM CAGR, 3 year
+14.5%
compound annual growth
Average account
$18M
across 1,301 accounts
AUM per adviser
$962M
195 advisers
Filing history
108
filings since 2005

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM
$37.5B
1-Year AUM Growth
+29.5%
3-Year CAGR
+14.5%
Employees
112
Assets Under Management
Total AUM$37.5B
Discretionary AUM$37.5B
Non-Discretionary AUM$0
Discretionary %15.6%
Total Clients7,497
Team
Total Employees112
Investment Advisers195
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record108
First FilingApr 30, 2005
Latest FilingAug 5, 2026
Full AUM trend chart and 108 historical filings spanning 21+ years
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Registration
SEC RegisteredYes
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In51 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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$36.7B
+51.5% 1Y
WEALTHSPIRE RETIREMENT, LLC
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$38.6B
+22.4% 1Y
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Counts advisers in California reporting AUM on their latest Form ADV.

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