Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced the launch of the Women's Forum, Powered by Creative Planning -- an initiative originally founded ...

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Creative Planning has agreed to acquire Seattle-based registered investment advisor Duncan & Haley, bringing roughly $660 ...

Creative Planning has acquired Duncan & Haley, Ltd., a Seattle, Wash.-based RIA with $660 million in assets under management. The financial terms of transaction, the second so far this year for the ...

Creative Planning LLC, an independent wealth management firm, announced Thursday its acquisition of Duncan & Haley Ltd., a ...

OVERLAND PARK, Kan., Feb. 26, 2026 /PRNewswire/ -- Creative Planning, LLC (Creative Planning), one of the nation's largest registered investment advisors (RIAs) today announced it has been recognized ...

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 ...

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.

The acquisition of Duncan & Haley adds $660m in assets to Creative Planning’s books.

The investment was made through the private equity arm of TPG’s U.S. and European platform. Creative Planning LLC, an independent wealth management firm, announced Tuesday that TPG (Tarrant Capital IP ...

Creative Planning announced that Monterey Private Wealth will join the registered investment advisor as its fourth acquisition so far this year, bringing on more than $1 billion in assets from clients ...