To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Creative Planning added a ...

Creative Planning, a national registered investment advisor with $210 billion in assets under management, has acquired CTB Financial Services, a Minneapolis-based registered investment advisor ...

OVERLAND PARK, Kan., March 26, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced that MASECO LLP (MASECO), an established RIA ...

When it comes to growing its business, Creative Planning is keeping calm and carrying on. The firm is expanding its footprint abroad with the acquisition of the London-based RIA Maseco, a move that ...

Creative Planning CEO Peter Mallouk wants the RIA to expand its footprint in the retirement market. Fresh off its deal to acquire Goldman Sachs' Personal Financial Management division, Creative ...

Creative Planning, the $345 billion registered investment advisor led by Peter Mallouk, has acquired Maxwell Wealth Strategies, a Pleasanton, Calif.-based RIA with about $290 million in client assets.

TPG Capital, a global alternative asset management firm, has revealed it's making a strategic minority investment in Creative Planning, the top-ranked RIA headed by industry veteran Peter Mallouk.

OVERLAND PARK, Kan., April 9, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of ...

Creative Planning, an Overland Park, Kan.-based RIA with more than $245 billion in assets under management, announced it has acquired Daniels + Tansey, a Wilmington, Del.-based RIA with $600 million ...

The RIA giant Creative Planning is acquiring SageView Advisory Group in a deal set to bolster its expertise in retirement planning and more than double its assets under management. Processing Content ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min General Atlantic wants to sell ...

It’s official. Creative Planning has agreed to acquire SageView Advisory Group, a large addition to its institutional advice business that will create a combined firm advising on $640 billion in ...