Creative Planning Institutional Advisors, LLC

Overview

Creative Planning Institutional Advisors, LLC is an SEC registered investment adviser based in Newport Beach, CA, registered since 2003. It reports $37.5B in assets under management across 1,301 accounts, with 195 employees. It has 93 investment adviser representatives.

Reported AUM

$37.5B

Discretionary

100%

Accounts

1,301

Average account

$28.8M

Employees

195

Advisory reps

93

Registered since

2003

Jurisdictions

52

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Jonathan Tyler Upham Principal CRD 2957743
• Karen Fischer Prange Chief Compliance Officer CRD 2890728

Advisory reps 3 of 93

• Matthew Thomas Anderson Investment Adviser Rep CRD 5045931
• Thomas John Arcuri Investment Adviser Rep CRD 5154218
• Lukas Joseph Arnerich Investment Adviser Rep CRD 5773954

90 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4000 MacArthur Blvd Ste 1050
Newport Beach, CA 92660

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: sageviewwealth.com

Every state, with registration dates

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