Creative Planning competitors

Zippia score 4.6

Competitor Summary. See how Creative Planning compares to its main competitors:

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Creative Planning vs competitors

Company	Founding date	Zippia score	Headquarters	# of Locations	Revenue	Employees
Creative Planning	1982	4.6	Minneapolis, MN	1	$39.0M	50
Stone Street Capital	1989	3.4	Bethesda, MD	1	$7.3M	100
First Round	2004	4.3	San Francisco, CA	1	$8.4M	279
Summit Financial Group	1987	4.0	Moorefield, WV	4	$369.6M	439
Johnson Investment Counsel	1965	3.6	Cincinnati, OH	1	$22.0M	140
Executive Financial Group	2001	3.4	Maryland Heights, MO	1	$4.3M	125
Capital Financial Services	-	3.9	Lombard, IL	1	-	-
Plug and Play Tech Center	2006	4.1	Sunnyvale, CA	1	$17.5M	3
Penn Capital Management Company, Inc.	-	4.2	Cherry Hill, NJ	1	$1.2M	50
Financial Planning Association	2000	4.1	Denver, CO	1	$23.0M	374
HDH Advisors	2007	3.7	Atlanta, GA	1	$390,000	2
Crown Capital Securities	-	3.7	Orange, CA	1	$1.4M	30
American Capital Partners	2002	4.7	Hauppauge, NY	5	$1.7B	3,750
Galliard Capital Management	1995	4.3	Minneapolis, MN	1	$7.5M	75
Premiere Financial Group	-	4.1	Eureka, CA	1	$1.0M	15
Coral Group	1992	2.9	Minneapolis, MN	1	$850,000	10
Capital Guardian	2005	4.3	Belmont, NC	1	$870,000	50
MidOcean Partners	2003	3.6	New York, NY	1	$22.0M	114
Washington Capital	1977	3.9	Seattle, WA	1	$5.2M	50
LiftFund	1994	3.4	San Antonio, TX	1	$16.0M	137
U.S. Capital, Incorporated	1989	3.5	Boulder, CO	1	$940,000	50

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Creative Planning salaries vs competitors

Compare Creative Planning salaries vs competitors

Company	Average salary	Hourly salary	Salary score
Creative Planning	$65,613	$31.54	-

Compare Creative Planning job title salaries vs competitors

Company	Highest salary	Hourly salary
Creative Planning	$79,822	$38.38
MidOcean Partners	$97,828	$47.03
Johnson Investment Counsel	$84,511	$40.63
First Round	$84,213	$40.49
American Capital Partners	$81,400	$39.13
Penn Capital Management Company, Inc.	$81,264	$39.07
Galliard Capital Management	$80,385	$38.65
HDH Advisors	$80,204	$38.56
Plug and Play Tech Center	$78,275	$37.63
Stone Street Capital	$78,195	$37.59
U.S. Capital, Incorporated	$77,376	$37.20
Financial Planning Association	$76,833	$36.94
LiftFund	$76,399	$36.73
Premiere Financial Group	$75,122	$36.12
Crown Capital Securities	$74,920	$36.02
Executive Financial Group	$73,304	$35.24
Washington Capital	$73,075	$35.13
Coral Group	$70,920	$34.10
Summit Financial Group	$70,916	$34.09
Capital Financial Services	$69,932	$33.62

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Creative Planning jobs

Creative Planning demographics vs competitors

Compare gender at Creative Planning vs competitors

Job title	Male	Female
Summit Financial Group	53%	47%
U.S. Capital, Incorporated	55%	45%
Johnson Investment Counsel	58%	42%
Washington Capital	59%	41%
Penn Capital Management Company, Inc.	65%	35%
Creative Planning	-	-

Male

Female

100%

75%

50%

25%

Creative Planning

Penn Capital Management Company, Inc.

Washington Capital

Johnson Investment Counsel

U.S. Capital, Incorporated

Summit Financial Group

25%

50%

75%

100%

Compare race at Creative Planning vs competitors

Company	White	Hispanic or Latino	Black or African American	Asian	Unknown	Diversity score
Summit Financial Group	54%	21%	9%	11%	5%	9.5
Washington Capital	60%	10%	20%	7%	3%	9.7
U.S. Capital, Incorporated	53%	19%	13%	11%	5%	9.7
Penn Capital Management Company, Inc.	64%	12%	13%	10%	2%	9.0
Johnson Investment Counsel	74%	8%	9%	6%	3%	6.7
LiftFund	43%	39%	10%	5%	2%	6.9

Creative Planning and similar companies CEOs

CEOBio

H. Charles Maddy

Summit Financial Group

H. Charles Maddy, III has served as a member of the Board of Directors since 1993 and has served as a member of the Board of Directors of Summit’s banking subsidiary, Summit Community Bank, since 1993. Mr. Maddy has served as Chairman of Summit Community Bank since September, 2010, and Co-Chairman from 2007 to September, 2010. Mr. Maddy is currently the President and Chief Executive Officer of the Company, and has served in this capacity since 1994. Mr. Maddy has demonstrated exceptional leadership through his participation in a variety of professional and community service activities, including his service as the past Vice-Chairman and past Director of the Federal Home Loan Bank of Pittsburgh and also served as Chairman of their Audit Committee; Director and past President of the West Virginia Bankers’ Association and member of the Legislative/Government Relations Committee; past President and past Director of the West Virginia Association of Community Bankers; member of American Bankers Association and Chairman of the ABA Federal Home Loan Bank Committee; member of the Banker Advocacy and Grassroots Committee; past member of the ABA’s Community Bankers Council and Government Relations Council Administrative Committee; Director and a Founder of the Hardy County Child Care Center; and Director of the Hardy County Community Foundation. Mr. Maddy has also been recognized as a leader in his industry and has been the recipient of the Outstanding CPA in Business and Industry Award and the AICPA Business and Industry Hall of Fame Award. Mr. Maddy received his bachelor degree in business administration with a concentration in accounting from Concord College. Mr. Maddy is a member of the Executive Committee, the Asset/Liability and Funds Management Committee, and the Profit Sharing Committee.

Walter Roder

American Capital Partners

John Lawrence

Capital Financial Services

John Lawrence is a Chief Executive Officer at Capital Financial Group and is based in Springfield, Tennessee. He has worked as Account Executive at Bibby Transportation Finance, BDO at Bibby Transportation Finance, and VP Business Development at Diversified Transportation Finance. John studied at Martin Luther King High School between 1991 and 1997 and UNIVERSITY OF SUNDERLAND between 2008 and 2009.

Richard Alan Hocker

Penn Capital Management Company, Inc.

Ted Virtue

MidOcean Partners

Janie Barrera

LiftFund

Phillip Vincent

Plug and Play Tech Center

Nick Bour

Executive Financial Group

Charles Hung Lin

First Round

Charles Hung Lin works at First Round Capital and a Chief Executive Officer at First Round Capital and is based in Costa Rica.