Creative Planning offers comprehensive wealth management, custom portfolios and specialized services for the ultrawealthy.

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 ...

A registered investment advisory firm serving more than 300 clients at the intersection of tax and wealth management services folded itself into Creative Planning. In June, Overland Park, Kansas-based ...

Meanwhile, Beacon Pointe and Elevation Point have each announced transactions involving billion-dollar-plus wealth firms with ...

Creative Planning has acquired Marshall Financial Group, an established RIA in Doylestown, Pa., with more than $900 million in assets under management. The financial terms of the deal were not ...

After closing the deal to buy Goldman Sachs Personal Financial Management earlier this month, Creative Planning has added a dozen team members in Delaware with the acquisition of Wilmington-based ...

The acquisition of Baseline Wealth Management adds $1 billion in assets.

Creative Planning has acquired a professional services company in Bloomington, Minn., with 600 employees, $2.5 billion in client assets and multiple business lines. Led by CEO Dave Hinnenkamp, ...

OVERLAND PARK, Kan. & SAN FRANCISCO--(BUSINESS WIRE)--Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading global ...

Creative Planning has agreed to acquire SageView Advisory Group, a move that will unite two of the largest independent RIAs and further expand Creative Planning’s reach in both the wealth and ...