SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Creative Planning Institutional Advisors, LLC
Newport Beach, CA
CRD 126777
Firm filing updated August 25, 2026 ·
- $37.5BAssets
- 915Clients
- 112Advisory staff
- 1,301Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Pension and profit sharing plans668
- Individuals124
- High net worth individuals95
- State or municipal government entities (including government pension plans)19
- Corporations or other businesses9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 124 | $54.8 million |
| High net worth individuals | 95 | $468.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 668 | $35.6 billion |
| State or municipal government entities (including government pension plans) | 19 | $1.3 billion |
| Corporations or other businesses not listed above | 9 | $35.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
See all 5 services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$37.5 billion
- Accounts1,301
- DiscretionaryAll accounts
People
- Employees195
- Advisory staff112
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
62 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 126777, SEC file 801-64265.
- Registered with the SEC as an investment advisor (status date on record: May 31, 2005).
Is Creative Planning Institutional Advisors, LLC a fiduciary?
Short answer: Creative Planning Institutional Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.