The Creative Planning company source record lists 1.95K employees. The visible Creative Planning management graph includes:
Adam Heathcote, Cfp®
Partner / Managing Director - Creative Planning
3
0
General
(448)
Alexander Juszczak
Wealth Manager at Creative Planning
0
1
Finance
(156)
Autum Moore (Johns)
Private Wealth Manager - Practice Development, Law Enforcement/ Aviation - Specialist in Financial Strategies - Retirement - Insurance - Estate Considerations
0
0
Operations
(77)
Antonia Decarlo
Operations Manager at Creative Planning
0
0
Sales
(40)
Connor Cavanaugh
Key Account Manager - Retirement Plans at Creative Planning Llc
1
1
IT
(18)
Alan Mcfann
Senior Investment Manager - Investment Technology Manager at Creative Planning Inc.
4
0
Marketing
(8)
Bethany Creed
Brand Ambassador @ Creative Planning - Planner - Listener - Connector - Helper
4
1
Legal
(6)
Marijo Aboosamara
Senior Compliance Manager at Creative Planning
2
0
HR
(1)
Rita Mrad Zegeer, Shrm-Cp®
Talent Acquisition Consultant at Creative Planning
2
0
Healthcare
(1)
Brenan Cavanaugh
Health Insurance Specialist at Creative Planning, Inc.
1
0
Related company intelligence for Creative Planning
9 same-industry peers
10 with employee estimates
10 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
9 / 10
9 of 10 related companies share this company's industry classification.
Employee benchmarks
10 / 10
10 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
High-confidence peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 4.0 source-backed signals.
10
eligible
0
filtered
4.0
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Larger than most related peers
This company
1.95K employees
Related peers
1.27K median peer employees
10 of 10 related employee-estimated peers are lower.
10 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 100% of 10 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 100% of 10 comparable related peers from related-company records.
Employee scale: 100%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
1.27K employees
Largest peer by size
Mariner
1.95K employees
Creative Planning size signal
1.95K employees
Peer size comparison
0 larger · 10 smaller
Peer scale position
Larger than most related peers
10 of 10 related employee-estimated peers are lower.
Creative Planning people graph sample
-
Mercedes Givens, Cfp®
Partner / Private Wealth Manager at Creative Planning, Llc
Overland Park, Kansas, United States1 email signal on creativeplanning.com -
Steve Merrell, Cfp®, Aif
Partner/managing Director at Creative Planning, Monterey
Monterey, California, United States3 email signals across 2 non-official domains2 phone signals available
-
Sarah Wasaff
Private Wealth Manager & Partner at Creative Planning
Austin, Texas, United States2 email signals across 2 non-official domains
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for Creative Planning
AeroLeads maps 3 visible contact signals for Creative Planning. Coverage is multi-channel contact coverage.