Creative Planning is a firm that provides financial advisor, investment management, consulting services, third party administration, and IT and computer services 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 $20 million to $394 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 | Asbury Communities | 501(c)(3) | Frederick, MD | ||
| 6 | Coalition for the Homeless | 501(c)(3) | New York, NY | ||
| 7 | Medical College of Wisconsin (MCW) | 501(c)(3) | Milwaukee, WI | ||
| 8 | Johns Hopkins Health System Corporation (JHHS) | 501(c)(3) | Baltimore, MD | ||
| 9 | Sibley Memorial Hospital (SMH) | 501(c)(3) | Washington, DC | ||
| 10 | Suburban Hospital | 501(c)(3) | Bethesda, MD | ||
| ... | and 43 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, RBC Capital Markets, NFP Retirement Inc, NFP Retirement Inc., Benefit Plans Admin Services, Inc., Towers Watson, Morningstar, and Captrust.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.