<p>/PRNewswire/ -- Creative Planning, LLC（Creative Planning）是美國最大的註冊投資顧問（RIA）之一，今天宣佈其被《華爾街日報》的 Buy Side（WSJ | Buy Side）評選為美國最佳獨立 RIA，專注於綜合財富管理。</p>
<p>WSJ | Buy Side 的評審強調了 Creative Planning 服務的廣度、全面的財務規劃方法和高客户滿意度，指出其提供的個性化體驗優於其他財務顧問公司，包括為客户配備專屬顧問。</p>
<p>在總裁兼首席執行官 Peter Mallouk 的領導下，Creative Planning 建立了一個以受託人模式為基礎的差異化顧問平台，提供全面的財務規劃、投資管理、退休策略、遺產規劃、信託服務、税務策略和國際財富管理。</p>
<p>WSJ | Buy Side 的評審指出，Creative Planning 的模式使其成為高淨值和超高淨值個人及家庭的強有力選擇，這些客户有更復雜的財務需求，並尋求更高級的服務，如跨代財務規劃、遺產規劃、慈善規劃、家庭治理服務、財富轉移諮詢和家族辦公室服務。</p>
<p>“我們很榮幸被評選為 WSJ | Buy Side 的最佳獨立 RIA，專注於綜合財富管理，” Peter Mallouk 表示。“這一榮譽反映了我們對為客户提供全面整合的財務規劃和服務的深切承諾，旨在滿足他們獨特和不斷發展的財務目標和願望。”</p>
<p>Creative Planning 在 WSJ | Buy Side 的認可是在持續增長和戰略擴展的背景下取得的。該公司通過有機增長和收購驅動的增長，顯著擴大了其國內和國際的業務範圍，預計到 2026 年其管理資產將達到約 7000 億美元，並繼續專注於提升客户的綜合財富管理體驗。</p>
<p><strong>關於 Creative Planning</strong></p>
<p>Creative Planning, LLC 是一家獨立的財富管理公司，提供以財務規劃為主導的投資管理方法、退休規劃、遺產規劃、信託服務、税務建議和家族辦公室服務，面向個人以及商業服務和機構資金管理。截至 2025 年 12 月 31 日，Creative Planning 的管理或顧問資產約為 7000 億美元。SageView Advisory Group、United Capital Financial Advisors 和 Baseline Wealth Management 是 Creative Planning 的附屬公司。</p>
<p>該排名由 WSJ | Buy Side 發佈，基於對 20 家最大的、最知名的獨立註冊投資顧問（RIA）公司的評估，這些公司不屬於或不受銀行、經紀公司、大型金融機構或保險公司的控制。榜單上的公司符合至少管理 5 億美元資產、擁有超過 1000 名客户和至少五年運營歷史的標準。</p>
<p>WSJ | Buy Side 根據公司的費用、資質、客户支持、可用服務、投資組合構建和賬户最低要求對這些公司進行了評分。這些因素的權重基於《華爾街日報》讀者調查，調查內容涉及他們認為最重要的因素。</p>
<p>得分最高的公司在其退休、遺產、税務和保險規劃服務方面進行了評估。WSJ | Buy Side 優先考慮那些提供便捷、頻繁接觸專屬顧問或顧問團隊的公司。</p>
<p>第三方排名不應被視為如果聘請 Creative Planning 提供投資顧問服務將會獲得某種水平的結果的保證，也不構成聘請 Creative Planning 提供投資顧問服務的依據。Creative Planning 從不支付費用以被考慮進行任何排名或認可，但可能會購買獎牌或印刷品以宣傳排名。有關我們行業認可的其他重要披露信息，請訪問 https://creativeplanning.com/important-disclosure-information/。</p>
<p><strong>媒體聯繫</strong></p>
<p>Creative Planning</p>
<p>[email protected]</p>
<p>來源 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《華爾街日報》的 Buy Side 評選為最佳獨立註冊投資顧問（RIA）以提供全面財富管理。該公司因其廣泛的服務、個性化的客户體驗和高滿意度而受到認可。在首席執行官 Peter Mallouk 的領導下，Creative Planning 的管理資產已增長至約 7000 億美元，專注於為高淨值個人提供高級金融服務。《華爾街日報 | Buy Side》排名根據費用、資質、客户支持和服務提供進行評估，突顯了 Creative Planning 對綜合財務規劃的承諾</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）是美國最大的註冊投資顧問（RIA）之一，今天宣佈其被《華爾街日報》的 Buy Side（WSJ | Buy Side）評選為美國最佳獨立 RIA，專注於綜合財富管理。</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 的評審強調了 Creative Planning 服務的廣度、全面的財務規劃方法和高客户滿意度，指出其提供的個性化體驗優於其他財務顧問公司，包括為客户配備專屬顧問。</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>在總裁兼首席執行官 Peter Mallouk 的領導下，Creative Planning 建立了一個以受託人模式為基礎的差異化顧問平台，提供全面的財務規劃、投資管理、退休策略、遺產規劃、信託服務、税務策略和國際財富管理。</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 的評審指出，Creative Planning 的模式使其成為高淨值和超高淨值個人及家庭的強有力選擇，這些客户有更復雜的財務需求，並尋求更高級的服務，如跨代財務規劃、遺產規劃、慈善規劃、家庭治理服務、財富轉移諮詢和家族辦公室服務。</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>“我們很榮幸被評選為 WSJ | Buy Side 的最佳獨立 RIA，專注於綜合財富管理，” Peter Mallouk 表示。“這一榮譽反映了我們對為客户提供全面整合的財務規劃和服務的深切承諾，旨在滿足他們獨特和不斷發展的財務目標和願望。”</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 的認可是在持續增長和戰略擴展的背景下取得的。該公司通過有機增長和收購驅動的增長，顯著擴大了其國內和國際的業務範圍，預計到 2026 年其管理資產將達到約 7000 億美元，並繼續專注於提升客户的綜合財富管理體驗。</p>
</div><p><strong>About Creative Planning</strong></p>
<div class="lb-trans"><p><strong>關於 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 是一家獨立的財富管理公司，提供以財務規劃為主導的投資管理方法、退休規劃、遺產規劃、信託服務、税務建議和家族辦公室服務，面向個人以及商業服務和機構資金管理。截至 2025 年 12 月 31 日，Creative Planning 的管理或顧問資產約為 7000 億美元。SageView Advisory Group、United Capital Financial Advisors 和 Baseline Wealth Management 是 Creative Planning 的附屬公司。</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>該排名由 WSJ | Buy Side 發佈，基於對 20 家最大的、最知名的獨立註冊投資顧問（RIA）公司的評估，這些公司不屬於或不受銀行、經紀公司、大型金融機構或保險公司的控制。榜單上的公司符合至少管理 5 億美元資產、擁有超過 1000 名客户和至少五年運營歷史的標準。</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 根據公司的費用、資質、客户支持、可用服務、投資組合構建和賬户最低要求對這些公司進行了評分。這些因素的權重基於《華爾街日報》讀者調查，調查內容涉及他們認為最重要的因素。</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、遺產、税務和保險規劃服務方面進行了評估。WSJ | Buy Side 優先考慮那些提供便捷、頻繁接觸專屬顧問或顧問團隊的公司。</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>第三方排名不應被視為如果聘請 Creative Planning 提供投資顧問服務將會獲得某種水平的結果的保證，也不構成聘請 Creative Planning 提供投資顧問服務的依據。Creative Planning 從不支付費用以被考慮進行任何排名或認可，但可能會購買獎牌或印刷品以宣傳排名。有關我們行業認可的其他重要披露信息，請訪問 https://creativeplanning.com/important-disclosure-information/。</p>
</div><p><strong>Media Contact</strong></p>
<div class="lb-trans"><p><strong>媒體聯繫</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>來源 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 創意規劃因其全面的財富管理服務，被《華爾街日報》買方評選為最佳獨立註冊投資顧問（RIA）