Creative Planning is a firm that provides financial advisor, investment management, consulting services, IT and computer services, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Minnesota (although they are present in other states as well).
Most Creative Planning clients are elementary and secondary schools, hospitals, and grantmaking foundations with revenues ranging from $20 million to $343 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 | Exceptional Children's Foundation (ECF) | 501(c)(3) | Culver City, CA | ||
| 6 | Asbury Communities | 501(c)(3) | Frederick, MD | ||
| 7 | Coalition for the Homeless | 501(c)(3) | New York, NY | ||
| 8 | Meals on Wheels Orange County | 501(c)(3) | Anaheim, CA | ||
| 9 | Medical College of Wisconsin (MCW) | 501(c)(3) | Milwaukee, WI | ||
| 10 | Sibley Memorial Hospital (SMH) | 501(c)(3) | Washington, DC | ||
| ... | and 50 more Creative Planning not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Creative Planning in the nonprofit sector include Paychex, Inc., Benesys Inc, Alight Solutions LLC, Aon Hewitt, Newport Trust Company, Newport Group, Inc., Planpilot, LLC, Bank Of New York Mellon, CBIZ, and RBC Wealth Management.
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