Creative Financial Designs Selected for InvestmentNews 2026 5-Star RIA Firms List
5/14/2026
Creative Financial Designs, Inc. (Creative) was recently selected as one of InvestmentNews’ 2026 5-Star RIA Firms list, an individual-focused recognition based on publicly available SEC Form ADV data (reflecting filings as of December 31, 2024) and announced on April 23, 2026.
For Creative, the recognition reflects decades of building a firm centered on personal relationships, individualized guidance, and helping clients pursue financial confidence.
Since 1982, Creative has placed a strong emphasis on integrity, innovation, and customized solutions in how it serves. It helps individuals, families, and businesses access trustworthy financial advice that promotes lasting success, regardless of starting point or financial history.
Disclosure: InvestmentNews selected the 2026 5-Star RIA Firms based on an objective analysis of Form ADV data as of December 31, 2024. This ranking was announced on April 23, 2026.
- Criteria: Firms must have filed a Form ADV on/after Dec 1, 2024, reporting at least $100M in total AUM, with over 70% of that AUM attributed to "Individuals."
- Ranking: Rankings are based solely on AUM from the "Individuals" client type as reported in the firm's most recent filing.
- No Compensation: No fee was paid to be considered or selected for this list.
Note: Third-party rankings and recognition from InvestmentNews are not a guarantee of a firm's future investment success and do not ensure that a client or prospective client will experience a higher level of performance or service. These ratings should not be construed as an endorsement of the advisor by any client and are not representative of any one client's evaluation.
About CFD Companies
The CFD Companies are home to a fully independent Broker/Dealer and RIA that believe individuals are best served by a financial professional who possesses the freedom to implement personalized planning and investment strategies. The CFD Companies operate on the premise that an adviser’s Broker/Dealer and RIA should act as a partner and resource network, empowering adviser-client relationships through trust, innovative support and a shared commitment to mutual growth.
While others operate in cliché, CFD operates in commitment. To learn more about that commitment and the future of your business in partnership with CFD, reach out to us below.
