Grassi Investment Management

What Grassi Investment Management does

Grassi Investment Management, founded in 1984 and headquartered in Santa Clara, California, is a private wealth management firm that has been combined into Creative Planning, one of the largest independent wealth management platforms in the United States. The firm delivers a comprehensive suite of financial services spanning investment management, financial planning, estate planning, strategic tax planning, retirement planning, insurance planning, and family office services (legacy, charitable, wealth transfer, asset protection, liquidity and exit planning, valuations, philanthropy) to high-net-worth (up to $10 million in investable assets) and ultra-affluent (over $10 million) individuals and families. As part of Creative Planning, Grassi clients are served through an integrated team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, attorneys, investment specialists, and insurance professionals operating across all 50 U.S. states via local advisor teams in major metropolitan areas, with a $500,000 minimum investable asset threshold.

The business model is fee-based recurring advisory revenue tied to assets under management, with revenue mechanics consistent with industry-standard RIAs. Through Creative Planning, the combined platform reports $710 billion or more in combined assets under management or advisement as of December 31, 2025, supported by more than 625 CFP® professionals on staff. Beyond personal wealth management, the platform extends into corporate services — including 401(k) and retirement plan administration, M&A consulting, business valuations, audit and attest, outsourced accounting, payroll, legal, technology solutions, and business insurance — as well as institutional investment consulting for nonprofit organizations. Marketing channels include content marketing via an Insights blog, financial podcasts (Down the Middle, Signal or Noise?, Icons and Ideas), financial calculators, and local advisor referral networks.

Name

Grassi Investment Management

Legal name

Grassi Investment Management, LLC

Website

https://grassiinvest.com

Company type

Private

Founded year

1984

Operating status

Acquired

Headcount range

1–10 employees

Short description

Grassi Investment Management is a U.S. wealth management firm offering investment, tax, estate, retirement, and family office services to high-net-worth and ultra-affluent households, now operating as a subsidiary of Creative Planning.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Estate planning
• Family office services

Headquarters

HQ city

Santa Clara

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Services: The firm generates revenue through comprehensive wealth management services including investment management, financial planning, estate planning, tax planning, and insurance services. Revenue is likely based on assets under management (AUM) or fee-based advisory arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Grassi Investment Management delivers comprehensive wealth management services, including investment management, financial planning, estate planning, tax planning, insurance planning, retirement planning, and family office services, primarily for high-net-worth and ultra-affluent individuals and families. As part of Creative Planning, the firm pairs clients with dedicated advisor teams and offers a minimum investable-asset threshold of $500,000, leveraging an integrated team of CFP® professionals, CPAs, attorneys, and investment specialists.

Product overview

Grassi Investment Management operates as part of Creative Planning, a unified wealth management platform offering integrated financial services. The firm provides a comprehensive suite of wealth management products including core services for wealth management, investment management, estate planning, financial planning, retirement planning, insurance planning, and tax planning. These services are delivered alongside specialized offerings such as family office services for ultra-affluent clients, charitable planning, business services (including M&A consulting, business valuations, accounting, payroll, legal, technology, and insurance), and 401k/retirement plan services. The firm serves individuals, families, and organizations nationwide with a team of CERTIFIED FINANCIAL PLANNER practitioners, CPAs, attorneys, and investment specialists.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management services including investment management, financial planning, and strategic tax planning for high-net-worth individuals and families.
• Family Office Services Integrated family office offerings including ultra-affluent wealth management, legacy planning, charitable planning, asset protection, wealth transfer, liquidity and exit planning, valuations, outsourced accounting and bill pay, tax services, family governance, and philanthropy services for families with significant assets.
• Investment Management Services Professional investment management including alternative investments, strategic asset allocation, and portfolio diversification strategies.
• Estate Planning Estate planning services including trust creation, wealth transfer planning, and legacy protection for high-net-worth families.
• Financial Planning Comprehensive financial planning services including retirement planning, tax optimization, and goal-based financial strategies.
• Retirement Planning Services Retirement planning including retirement income strategies, savings optimization, and retirement plan services for organizations and individuals.
• Insurance Planning Services Insurance planning and risk management services including asset protection strategies and insurance solutions for comprehensive wealth protection.
• Tax Planning Strategic tax planning services including tax minimization strategies, tax preparation, and integrated tax planning across personal and business entities.
• 401k & Retirement Plans Corporate retirement plan services including retirement plan administration, institutional investment consulting, and foundations management for businesses and nonprofits.
• Business Services Comprehensive business services including mergers and acquisitions consulting, business valuations, business tax planning, audit and attest services, outsourced accounting, payroll services, legal services, technology solutions, and business insurance.
• International Wealth Management Wealth management services for internationally-minded clients including cross-border tax planning and international investment strategies.

Quantifiable outcome

• $710B+ in combined assets under management or advisement

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Creative PlanningcoreStrategic or Co-development PartnerGrassi Investment Management, LLC Has Joined Creative Planning, one of the top independent wealth management firms in America. Creative Planning provides comprehensive wealth management services including fiduciary wealth management and family office services with an integrated team of CFP® professionals, CPAs, attorneys, investment specialists and insurance professionals.

Scale indicators3 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Mariner Wealth Advisors: Large independent RIA providing comprehensive wealth management, family office, and tax services to HNW and UHNW clients. Directly comparable to Grassi's integrated advisory model under Creative Planning, with similar full-service, advisor-led delivery.
• Focus Financial Partners: Partnership of independent wealth management firms serving HNW clients with a multi-affiliate model closely parallel to Creative Planning's acquisition-of-Grassi approach. Directly comparable RIA consolidator with integrated wealth services.
• Bessemer Trust: Specialist wealth and investment management firm focused on UHNW families and foundations, offering family office, investment management, and estate services. Comparable to Grassi's ultra-affluent family office offering.
• Fisher Investments: Large private investment management firm serving HNW and institutional clients with discretionary portfolio management. Comparable in scale and HNW/UHNW orientation to Grassi/Creative Planning's investment management offering.

Broad incumbents

• LPL Financial: One of the largest U.S. broker-dealer and RIA platforms, supporting thousands of independent advisors serving HNW clients. Broad incumbent providing the alternative self-clearing/RIA platform model versus Creative Planning's employee-advisor model.
• Raymond James Wealth Management: Large diversified financial services firm with substantial wealth management practice serving HNW clients through advisor-led model. Comparable in scale and service breadth but operates as a public broker-dealer/RIA hybrid rather than independent RIA.
• Edward Jones: Major U.S. wealth management and financial advisory firm with thousands of branch advisors serving HNW and mass-affluent clients. Comparable in advisor-led model and HNW client focus, though with a mass-market branch footprint.
• Schwab Wealth Advisory: Charles Schwab's wealth advisory offering providing investment management and financial planning for HNW clients. Comparable scale and HNW focus, with broad custodial and advisory capabilities.
• Fidelity Wealth Services: Fidelity's wealth management franchise (Fidelity Wealth, Fidelity Personal Advisor) targeting HNW and mass-affluent clients with planning and portfolio management. Comparable service mix and tier coverage, with broader product distribution.

Emerging players

• Vanguard Personal Advisor: Digital-first hybrid advisory service from Vanguard offering ongoing planning and portfolio management at low AUM-based fees. Serves as a low-cost alternative to traditional RIAs like Grassi/Creative Planning for clients in mass-affluent and lower-HNW tiers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/grassi-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Grassi Investment Management