<p>/PRNewswire/ -- Creative Planning, LLC（Creative Planning）是美国最大的注册投资顾问（RIA）之一，今天宣布其被《华尔街日报》的 Buy Side（WSJ | Buy Side）评选为美国最佳独立 RIA，专注于综合财富管理。</p>
<p>WSJ | Buy Side 的评审强调了 Creative Planning 服务的广度、全面的财务规划方法和高客户满意度，指出其提供的个性化体验优于其他财务顾问公司，包括为客户配备专属顾问。</p>
<p>在总裁兼首席执行官 Peter Mallouk 的领导下，Creative Planning 建立了一个以受托人模式为基础的差异化顾问平台，提供全面的财务规划、投资管理、退休策略、遗产规划、信托服务、税务策略和国际财富管理。</p>
<p>WSJ | Buy Side 的评审指出，Creative Planning 的模式使其成为高净值和超高净值个人及家庭的强有力选择，这些客户有更复杂的财务需求，并寻求更高级的服务，如跨代财务规划、遗产规划、慈善规划、家庭治理服务、财富转移咨询和家族办公室服务。</p>
<p>“我们很荣幸被评选为 WSJ | Buy Side 的最佳独立 RIA，专注于综合财富管理，” Peter Mallouk 表示。“这一荣誉反映了我们对为客户提供全面整合的财务规划和服务的深切承诺，旨在满足他们独特和不断发展的财务目标和愿望。”</p>
<p>Creative Planning 在 WSJ | Buy Side 的认可是在持续增长和战略扩展的背景下取得的。该公司通过有机增长和收购驱动的增长，显著扩大了其国内和国际的业务范围，预计到 2026 年其管理资产将达到约 7000 亿美元，并继续专注于提升客户的综合财富管理体验。</p>
<p><strong>关于 Creative Planning</strong></p>
<p>Creative Planning, LLC 是一家独立的财富管理公司，提供以财务规划为主导的投资管理方法、退休规划、遗产规划、信托服务、税务建议和家族办公室服务，面向个人以及商业服务和机构资金管理。截至 2025 年 12 月 31 日，Creative Planning 的管理或顾问资产约为 7000 亿美元。SageView Advisory Group、United Capital Financial Advisors 和 Baseline Wealth Management 是 Creative Planning 的附属公司。</p>
<p>该排名由 WSJ | Buy Side 发布，基于对 20 家最大的、最知名的独立注册投资顾问（RIA）公司的评估，这些公司不属于或不受银行、经纪公司、大型金融机构或保险公司的控制。榜单上的公司符合至少管理 5 亿美元资产、拥有超过 1000 名客户和至少五年运营历史的标准。</p>
<p>WSJ | Buy Side 根据公司的费用、资质、客户支持、可用服务、投资组合构建和账户最低要求对这些公司进行了评分。这些因素的权重基于《华尔街日报》读者调查，调查内容涉及他们认为最重要的因素。</p>
<p>得分最高的公司在其退休、遗产、税务和保险规划服务方面进行了评估。WSJ | Buy Side 优先考虑那些提供便捷、频繁接触专属顾问或顾问团队的公司。</p>
<p>第三方排名不应被视为如果聘请 Creative Planning 提供投资顾问服务将会获得某种水平的结果的保证，也不构成聘请 Creative Planning 提供投资顾问服务的依据。Creative Planning 从不支付费用以被考虑进行任何排名或认可，但可能会购买奖牌或印刷品以宣传排名。有关我们行业认可的其他重要披露信息，请访问 https://creativeplanning.com/important-disclosure-information/。</p>
<p><strong>媒体联系</strong></p>
<p>Creative Planning</p>
<p>[email protected]</p>
<p>来源 Creative Planning, LLC</p>
<p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwMjI2Jk5ld3NJdGVtSWQ9REE5NjE0NSZUcmFuc21pc3Npb25fSWQ9MjAyNjAyMjYwOTMwUFJfTkVXU19VU1BSX19fX19EQTk2MTQ1?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwMjI2Jk5ld3NJdGVtSWQ9REE5NjE0NSZUcmFuc21pc3Npb25fSWQ9MjAyNjAyMjYwOTMwUFJfTkVXU19VU1BSX19fX19EQTk2MTQ1"/></p>

<p>Creative Planning, LLC 被《华尔街日报》的 Buy Side 评选为最佳独立注册投资顾问（RIA）以提供全面财富管理。该公司因其广泛的服务、个性化的客户体验和高满意度而受到认可。在首席执行官 Peter Mallouk 的领导下，Creative Planning 的管理资产已增长至约 7000 亿美元，专注于为高净值个人提供高级金融服务。《华尔街日报 | Buy Side》排名根据费用、资质、客户支持和服务提供进行评估，突显了 Creative Planning 对综合财务规划的承诺</p>

<p>, /PRNewswire/ -- Creative Planning, LLC (Creative Planning), one of the nation's largest registered investment advisors (RIAs) today announced it has been recognized by the Wall Street Journal's Buy Side (WSJ | Buy Side) as the Best Independent RIA in America for Comprehensive Wealth Management.</p>
<div class="lb-trans"><p>/PRNewswire/ -- Creative Planning, LLC（Creative Planning）是美国最大的注册投资顾问（RIA）之一，今天宣布其被《华尔街日报》的 Buy Side（WSJ | Buy Side）评选为美国最佳独立 RIA，专注于综合财富管理。</p>
</div><p>The WSJ | Buy Side review highlights Creative Planning's breadth of services, comprehensive approach to financial planning and high client satisfaction, noting that it offers a more personalized experience compared to other financial advisor firms, including pairing clients with a dedicated advisor.</p>
<div class="lb-trans"><p>WSJ | Buy Side 的评审强调了 Creative Planning 服务的广度、全面的财务规划方法和高客户满意度，指出其提供的个性化体验优于其他财务顾问公司，包括为客户配备专属顾问。</p>
</div><p>Under the leadership of President and CEO Peter Mallouk, Creative Planning has built a differentiated advisory platform grounded in a fiduciary model that offers comprehensive financial planning, investment management, retirement strategies, estate planning, trust services, tax strategies and international wealth management.</p>
<div class="lb-trans"><p>在总裁兼首席执行官 Peter Mallouk 的领导下，Creative Planning 建立了一个以受托人模式为基础的差异化顾问平台，提供全面的财务规划、投资管理、退休策略、遗产规划、信托服务、税务策略和国际财富管理。</p>
</div><p>WSJ | Buy Side review notes that Creative Planning's model makes it a strong option for high-net-worth and ultra-high-net-worth individuals and families that have more complex financial needs and seek more advanced services, like multigenerational financial planning, legacy planning, charitable planning, family governance services, wealth transfer advisement and family office services.</p>
<div class="lb-trans"><p>WSJ | Buy Side 的评审指出，Creative Planning 的模式使其成为高净值和超高净值个人及家庭的强有力选择，这些客户有更复杂的财务需求，并寻求更高级的服务，如跨代财务规划、遗产规划、慈善规划、家庭治理服务、财富转移咨询和家族办公室服务。</p>
</div><p>&#34;We're honored to be recognized as WSJ | Buy Side's Best Independent RIA for Comprehensive Wealth Management,&#34; said Peter Mallouk. &#34;This distinction reflects our deep commitment to providing our clients with fully integrated financial planning and services tailored to their unique and evolving financial goals and aspirations.&#34;</p>
<div class="lb-trans"><p>“我们很荣幸被评选为 WSJ | Buy Side 的最佳独立 RIA，专注于综合财富管理，” Peter Mallouk 表示。“这一荣誉反映了我们对为客户提供全面整合的财务规划和服务的深切承诺，旨在满足他们独特和不断发展的财务目标和愿望。”</p>
</div><p>Creative Planning's recognition in WSJ | Buy Side comes amid continued growth and strategic expansion. The firm has substantially increased its national and international footprint through organic and acquisition-driven growth, growing its AUM to approximately $700 billion in 2026, and remains focused on elevating client outcomes with integrated wealth management experience.</p>
<div class="lb-trans"><p>Creative Planning 在 WSJ | Buy Side 的认可是在持续增长和战略扩展的背景下取得的。该公司通过有机增长和收购驱动的增长，显著扩大了其国内和国际的业务范围，预计到 2026 年其管理资产将达到约 7000 亿美元，并继续专注于提升客户的综合财富管理体验。</p>
</div><p><strong>About Creative Planning</strong></p>
<div class="lb-trans"><p><strong>关于 Creative Planning</strong></p>
</div><p>Creative Planning, LLC is an independent wealth management firm that provides a financial planning-led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as business services and institutional money management. Creative Planning has approximately $700 billion in assets under management or advisement as of December 31, 2025. SageView Advisory Group, United Capital Financial Advisors and Baseline Wealth Management are affiliates of Creative Planning.</p>
<div class="lb-trans"><p>Creative Planning, LLC 是一家独立的财富管理公司，提供以财务规划为主导的投资管理方法、退休规划、遗产规划、信托服务、税务建议和家族办公室服务，面向个人以及商业服务和机构资金管理。截至 2025 年 12 月 31 日，Creative Planning 的管理或顾问资产约为 7000 亿美元。SageView Advisory Group、United Capital Financial Advisors 和 Baseline Wealth Management 是 Creative Planning 的附属公司。</p>
</div><p>This ranking was issued by WSJ | Buy Side based on its evaluation of 20 of the largest and most well-known independent registered investment advisor (RIA) firms not owned or controlled by a bank, brokerage, large financial institution or insurance company. Firms on the list meet the criteria of at least $500 million in assets under management, more than 1,000 clients and a minimum five‑year operating history.</p>
<div class="lb-trans"><p>该排名由 WSJ | Buy Side 发布，基于对 20 家最大的、最知名的独立注册投资顾问（RIA）公司的评估，这些公司不属于或不受银行、经纪公司、大型金融机构或保险公司的控制。榜单上的公司符合至少管理 5 亿美元资产、拥有超过 1000 名客户和至少五年运营历史的标准。</p>
</div><p>WSJ | Buy Side scored those firms based on their fees, credentials, customer support, available services, portfolio construction and account minimum. These factors were weighted based on Wall Street Journal reader surveys regarding what they considered most important.</p>
<div class="lb-trans"><p>WSJ | Buy Side 根据公司的费用、资质、客户支持、可用服务、投资组合构建和账户最低要求对这些公司进行了评分。这些因素的权重基于《华尔街日报》读者调查，调查内容涉及他们认为最重要的因素。</p>
</div><p>The highest-scoring firms were evaluated by their retirement, estate, tax and insurance planning services. WSJ | Buy Side prioritized firms that offer easy, frequent access to dedicated advisors or advisor teams.</p>
<div class="lb-trans"><p>得分最高的公司在其退休、遗产、税务和保险规划服务方面进行了评估。WSJ | Buy Side 优先考虑那些提供便捷、频繁接触专属顾问或顾问团队的公司。</p>
</div><p>Third-party rankings should not be construed as a guarantee that a certain level of results will be experienced if Creative Planning is engaged, or constitutes to be engaged, to provide investment advisory services. Creative Planning never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Additional important disclosure information about our industry recognition may be found at https://creativeplanning.com/important-disclosure-information/.</p>
<div class="lb-trans"><p>第三方排名不应被视为如果聘请 Creative Planning 提供投资顾问服务将会获得某种水平的结果的保证，也不构成聘请 Creative Planning 提供投资顾问服务的依据。Creative Planning 从不支付费用以被考虑进行任何排名或认可，但可能会购买奖牌或印刷品以宣传排名。有关我们行业认可的其他重要披露信息，请访问 https://creativeplanning.com/important-disclosure-information/。</p>
</div><p><strong>Media Contact</strong></p>
<div class="lb-trans"><p><strong>媒体联系</strong></p>
</div><p>Creative Planning</p>
<div class="lb-trans"><p>Creative Planning</p>
</div><p>[email protected]</p>
<div class="lb-trans"><p>[email protected]</p>
</div><p>SOURCE Creative Planning, LLC</p>
<div class="lb-trans"><p>来源 Creative Planning, LLC</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwMjI2Jk5ld3NJdGVtSWQ9REE5NjE0NSZUcmFuc21pc3Npb25fSWQ9MjAyNjAyMjYwOTMwUFJfTkVXU19VU1BSX19fX19EQTk2MTQ1" alt="" original-src="https://rt.prnewswire.com/rt.gif?NewsItemId=DA96145&amp;Transmission_Id=202602260930PR_NEWS_USPR_____DA96145&amp;DateId=20260226"/></p>

09:30 ET 创意规划因其全面的财富管理服务，被《华尔街日报》买方评选为最佳独立注册投资顾问（RIA）