Creative Planning is a firm that provides financial advisor, investment management, consulting services, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Minnesota and Maryland (although they are present in other states as well).
Most Creative Planning clients are hospitals, elementary and secondary schools, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $21 million to $462 million.
Previous legal names, trade names, or just variations of their name include: Creative Planning, LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Osteopathic Association (AOA) | 501(c)(3) | Chicago, IL | ||
| 2 | National Cooperative Business Association (NCBA) | 501(c)(6) | Washington, DC | ||
| 3 | A New Leaf | 501(c)(3) | Mesa, AZ | ||
| 4 | Susan G Komen | 501(c)(3) | Dallas, TX | ||
| 5 | Coalition for the Homeless | 501(c)(3) | New York, NY | ||
| 6 | Medical College of Wisconsin (MCW) | 501(c)(3) | Milwaukee, WI | ||
| 7 | Johns Hopkins Health System Corporation (JHHS) | 501(c)(3) | Baltimore, MD | ||
| 8 | Sibley Memorial Hospital (SMH) | 501(c)(3) | Washington, DC | ||
| 9 | Suburban Hospital | 501(c)(3) | Bethesda, MD | ||
| 10 | Johns Hopkins Howard County Medical Center (HCGH) | 501(c)(3) | Baltimore, MD | ||
| ... | and 39 more Creative Planning not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Creative Planning in the nonprofit sector include Conduent HR Consulting, LLC, Well and Good LLC, Nepc LLC, Capfinancial Partners, CBIZ Investment Advisory Services, Kibble and Prentice, MML Investors Services, LPL Financial Corporation, One Digital, and Onedigital Investment Advisors.
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