Total Assets Under Management (AUM) of wealth management firm Creative Planning in the United States from 2016 to 2023 (billion U.S. dollars)

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Release date

September 2025

Region

United States

Survey time period

2016 to 2023

Supplementary notes

Date of access used as release date.

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Total AUM of wealth management firm Creative Planning in the U.S. 2016-2023

Published by K. Scholle, Sep 17, 2025

In the seven-year period from 2016 to 2023, the total level of Assets Under Management (AUM) increased significantly. In 2016, total AUM rested at ***** billion U.S. dollars, steadily increasing to ****** billion U.S. dollars in 2021. The following year experienced a slight dip in total AUM. As of 2023, AUM rested at ****** billion U.S. dollars.

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