Only two Kansas City area business operators made the Barron’s magazine list of Top 100 Independent Advisors, but Creative Planning president Peter Mallouk was ranked No. 1 and and Marty Bicknell of Mariner Wealth Advisors was named No. 2.
Creative Planning was No. 4 on the list last year, and it led to an increase in calls from new clients. So Mallouk said he’s excited to see what happens after being first on the list. Creative Planning grew from $3.45 billion in assets last year to $7.5 billion today. The firm did a lot of hiring during the past year to add new advisers throughout the nation, to continue providing the hands-on service that led to being recognized in the first place.
Bicknell said he also has seen benefits from being named to the Barron’s list. Mariner Wealth jumped from seventh last year to No. 2 this year. The company has been on the list for five straight years.