Resource Management
Resource Management, now operating as Creative Planning, is an independent RIA providing wealth management, family office, 401k/retirement, and business services to high-net-worth and ultra-high-net-worth households and institutions across all 50 U.S. states, managing over $710B in assets with 625+ CFP® professionals.
- Company typePrivate
- Founded1974
- HeadquartersMetairie, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Resource Management does
Resource Management, now operating as Creative Planning, is an independent registered investment advisor (RIA) headquartered in Overland Park, Kansas. The firm provides comprehensive wealth management, family office, retirement plan, and business services to high-net-worth (up to $10 million) and ultra-high-net-worth (over $10 million) households, as well as nonprofit and institutional clients. As a fiduciary, it requires a minimum of $500,000 in U.S.-based investable assets to onboard a household and serves clients across all 50 states through a national network of dedicated advisors. The firm reports $710B+ in combined assets under management or advisement as of December 31, 2025 and employs 625+ CFP® professionals.
The service platform spans four core verticals. The Family Office vertical covers 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. The Wealth Management vertical delivers investment management, alternative investments, strategic tax planning, estate planning, financial planning, retirement planning, and insurance planning. The 401k & Retirement Plan Services vertical covers employer retirement plan administration and institutional investment consulting for nonprofit organizations. The Business Services vertical offers M&A advisory, business valuations, business tax planning, audit and attest (delivered through a partnership with the CPA firm BerganKDV), outsourced accounting, payroll, legal, technology solutions, and insurance/risk management. Supporting tools include an online suite of seven financial calculators (retirement savings, 401(k) planning, Roth conversion, IRA investment, Social Security benefits, etc.) and three podcast series (Down the Middle, Signal or Noise?, Icons and Ideas). Core technology is not publicly disclosed.
The business model is recurring AUM-based fee income under a fiduciary RIA registration, with potentially higher-margin, project-based or flat-fee engagement revenue from business services, tax planning, and family office mandates. Go-to-market is a direct, consultative field-sales motion through a national advisor network, reinforced by content marketing (insights blog, calculators, podcasts), third-party validation (Barron's Top RIA 2019-2025, FA Magazine Top RIA 2025, WSJ Buyside 2026), and inbound phone/email channels. The legal entity is Creative Planning, LLC (Kansas), privately held with no disclosed parent company or institutional investors. The firm is led by Peter Mallouk, who maintains a profile page on the corporate site, and operates a dedicated careers function to support ongoing advisor expansion.
Resource Management firmographics
Firmographics- Name
- Resource Management
- Legal name
- Creative Planning, LLC
- Website
- https://rmiadvisors.com
- Company type
- Private
- Founded year
- 1974
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Resource Management, now operating as Creative Planning, is an independent RIA providing wealth management, family office, 401k/retirement, and business services to high-net-worth and ultra-high-net-worth households and institutions across all 50 U.S. states, managing over $710B in assets with 625+ CFP® professionals.
- Ownership category
- akta.pro rank
Resource Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)
- akta.pro secondary industries
- Business Owner & Executive Financial Planning (FSAEAAAO), Estate & Legacy Planning Advisory (FSAEAAAG), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Resource Management is headquartered
LocationHeadquarters
- HQ city
- Metairie
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Resource Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Wealth Management / AUM Fees: As a registered investment advisor (RIA), Creative Planning likely generates revenue primarily through fees based on assets under management (AUM). This is the standard model for comprehensive wealth management firms where clients pay a percentage of their managed assets. Additional revenue streams may include hourly or flat-fee planning engagements, retirement plan services, and business consulting fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Minimum household investable assets requirement |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Resource Management product offering
Product offeringCore offering
Resource Management (operating as Creative Planning) is an independent registered investment advisor that provides comprehensive wealth management, family office, 401(k)/retirement plan, and business advisory services. The firm delivers fee-based, fiduciary financial planning, investment management, tax planning, estate planning, insurance, M&A advisory, and back-office business services to ultra-affluent and high-net-worth individuals, families, foundations, and organizations across the United States.
Product overview
Creative Planning (formerly Resource Management) is a wealth management firm offering a unified platform of financial services. The core offerings include Family Office Services for ultra-affluent investors with assets over $10 million, Wealth Management Services for high-net-worth investors up to $10 million, and 401k & Retirement Plan Services for organizations. The company also provides Business Services covering mergers and acquisitions, valuations, tax, audit, accounting, payroll, legal, technology, and insurance. Additional tools include a suite of Financial Calculators. The firm manages over $710 billion in combined assets under management or advisement with 625+ CFP professionals serving clients across all 50 states.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services Comprehensive family office offering for ultra-affluent individuals and families with over $10 million in investable assets, providing coordinated investment management, tax planning, estate planning, legacy/wealth transfer, and concierge financial services.
- Wealth Management Services Fiduciary wealth management for high-net-worth individuals and families (up to $10 million in investable assets) requiring a $500,000 minimum, covering investment management, retirement planning, insurance, and tax/estate coordination.
- Business Services Integrated business advisory offering for business owners, bundling M&A advisory, business valuations, tax planning, audit, accounting, payroll, legal, technology, and insurance services into a single outsourced advisory relationship.
- 401(k) & Retirement Plan Services Fiduciary 3(21)/3(38) advisory services for employers, foundations, and plan sponsors offering 401(k) and other qualified retirement plans, including plan design, investment menu oversight, participant education, and ERISA compliance support.
Companies that use Resource Management
Customer profileSegments3 records
Ideal customer profiles4 records
Resource Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Resource Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- BerganKDVcoreCreative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm, to provide audit and attest services to business clients. This partnership allows Creative Planning to offer comprehensive business services including audit and attest without being a public accounting firm itself.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Resource Management competitors and assessment
Company assessmentDirect peers
- Mercer Advisors: National RIA offering comprehensive wealth management, tax, estate planning, and family office services to HNW households. Comparable in service breadth and HNW focus.
- Edelman Financial Engines: One of the largest US RIAs providing fee-only financial planning, investment management, and retirement plan services to households and employers. Comparable in AUM scale and full-service model.
- Fisher Investments: Privately held RIA managing hundreds of billions in assets for high-net-worth and institutional clients. Comparable in scale and personalized wealth management focus.
- Hightower Advisors: National RIA platform serving HNW clients and institutions through advisor-led wealth management, investment, and planning services. Comparable in multi-advisor model and HNW focus.
- Focus Financial Partners: Partnership model of independent wealth management firms serving HNW clients. Comparable in scale, AUM, and comprehensive service offering prior to its acquisition.
- Beacon Pointe Advisors: Large multi-advisor RIA providing wealth management, financial planning, and institutional consulting. Comparable in advisor-led model and HNW client focus.
- Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management, financial planning, and family office services to HNW and ultra-affluent clients. Direct competitor in scale, service breadth, and national footprint.
Broad incumbents
- Goldman Sachs Personal Financial Management: Wealth management arm of Goldman Sachs serving HNW and ultra-affluent clients with comprehensive planning, investment, and lending services. Broader incumbent with comparable HNW client focus.
- Schwab Wealth Advisory: Charles Schwab's advisory service combining dedicated advisors with digital tools for households with $500K+ in investable assets. Direct competitor for Creative Planning's $500K minimum segment, with stronger tech infrastructure.
Emerging players
- Empower Personal Dashboard: Hybrid digital wealth platform combining human advisors with robo-advisory tools. Comparable as a hybrid advice model, though typically targets a broader mass-affluent client base than Creative Planning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Resource Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Resource Management leadership team
Management profileNumber of profiles
Profiles1 record
Resource Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Resource Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Resource Management
What does Resource Management do?
Resource Management (operating as Creative Planning) is an independent registered investment advisor that provides comprehensive wealth management, family office, 401(k)/retirement plan, and business advisory services. The firm delivers fee-based, fiduciary financial planning, investment management, tax planning, estate planning, insurance, M&A advisory, and back-office business services to ultra-affluent and high-net-worth individuals, families, foundations, and organizations across the United States.
Is Resource Management a public or private company?
Resource Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Resource Management founded?
Resource Management was founded in 1974. It employs 1 to 10 people.
Where is Resource Management based?
Resource Management is headquartered in Metairie, United States, in the North America region.
How does Resource Management make money?
One revenue line is on record: wealth Management / AUM Fees.
Who are Resource Management's main competitors?
Direct peers on record are Mercer Advisors, Edelman Financial Engines, Fisher Investments, Hightower Advisors, Focus Financial Partners, Beacon Pointe Advisors and Mariner Wealth Advisors. Broad incumbents are Goldman Sachs Personal Financial Management and Schwab Wealth Advisory. Empower Personal Dashboard is listed as an emerging player.
Does Resource Management have an API?
No public API is recorded for Resource Management.
What industry is Resource Management in?
Resource Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms, with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.