CreativeOne Securities secured the 53rd position among the 100 Fastest-Growing Registered Investment Advisory firms in the United States, according to SmartAsset. This prestigious recognition is a testament to a decade-long commitment to client success and organic growth without acquisitions.
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It’s a testament to our client-centric approach, empowering 200 advisors to focus on expanding their clients' portfolios. The boutique service has fueled a remarkable 40% year-over-year growth and an impressive 98% rep retention rate since the brokerage's inception. Notably, their 2023 Net Promoter Score of 84 surpasses industry giants.

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Financial Advisor Magazine's Top 2023 RIAs Acknowledges CreativeOne Wealth
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CreativeOne Wealth, our corporate RIA, secured a spot in Financial Advisor magazine's Top 2023 Registered Investment Advisors. In just eight years, CreativeOne Wealth's client-centric approach fueled a remarkable 41% average growth among top offices. We credited the success to a focus on business efficiencies, practice management coaching, and robust lead-generation solutions.

CreativeOne’s affiliate companies manage over $8 billion in assets through Pershing, Fidelity, and Charles Schwab. In just over a decade, the company launched two RIAs and opened its first retail office. This unique approach, centered on organic growth and a commitment to the entrepreneur, stands out in an industry driven significantly by mergers.

As CreativeOne celebrates these achievements, the company remains focused on providing fresh, unique differentiators for its ever-evolving advisory and securities business. The unwavering dedication to providing unparalleled support to advisors and representatives ensures sustained success in the dynamic landscape of financial services.

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Read the full press release here →