Investment adviser · CRD 126777
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
Investment adviser filing (IA)
NEWPORT BEACH, CA, United States · Form ADV filed Aug 25, 2026
- Regulatory AUM
- $37.5B Form ADV · Item 5.F
- Client accounts
- 1,301 Accounts, not individual clients
- Employees
- 195 Reported in this filing
- Advisory professionals
- 112 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 668 | $35,630,545,016 | 95.0% |
| Government entities | 19 | $1,312,557,885 | 3.5% |
| High-net-worth individuals | 95 | $468,700,805 | 1.2% |
| Individuals | 124 | $54,798,114 | 0.1% |
| Corporations & businesses | 9 | $35,868,971 | 0.1% |
Filing source
Form ADV 2128189 · Aug 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4000 MACARTHUR BLVD., SUITE 1050NEWPORT BEACH, CA, 92660, United States
CRD 126777
Filing source
Form ADV 2128189 · Aug 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.