There are a lot of different ways to get big. Just ask the companies on Financial Planning's 3rd annual list of RIA leaders.

Take Creative Planning of Leawood, Kan., which is one of the most intriguing stories on this year's list. President Peter Mallouk says he bought a practice with $30 million in assets under management in 2004. Its subsequent strong performance during the 2008-2009 recession propelled enough word-of-mouth referrals, he says, that the figure has grown to $7.8 billion this year - without acquisitions.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access