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 ...

Creative Planning is keeping its foot on the acquisition pedal with the addition of a Delaware-based firm managing $535 million in assets. Processing Content Creative Planning this week announced the ...

Creative Planning is extending its international reach with a deal to acquire London-based Maseco, a move that significantly expands its footprint in cross-border wealth management. The Overland Park, ...

Creative Planning is an Overland Park-based independent registered investment advisor (RIA), with over 1,500 employees. The firm provides wealth management, tax, and estate planning services through ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

Creating Planning's Peter Mallouk says he would prefer not to be CEO if Creative Planning ever goes public, favoring employee ...

Creative Planning, a registered investment advisor in Overland Park, Kan., has acquired Reilly Financial Advisors (RFA), a fee-only RIA in La Mesa, Calif., with more than $2 billion in client assets ...

Wipfli Financial Advisors, the wealth management unit of Milwaukee-based Top 25 Firm Wipfli LLP, is being acquired by Creative Planning, a registered investment advisory firm based in Overland Park, ...

Creative Planning Inc., a registered investment advisor headquartered in Overland Park, Kan., has acquired the retirement division of Northbrook, Ill.-based IRON Financial, the companies announced.

Creative Planning has snapped up another registered investment advisor, today announcing the purchase of Paradigm Financial Advisors, a St. Louis-based firm with more than $600 million in assets under ...

Creative Planning, an independent registered investment advisor in Kansas City, Kan., acquired a retirement division with $6 billion in assets under management from IRON Financial, a Northbrook, Ill.

"We're trying to become localized across the country," Creative Planning CEO Peter Mallouk said. "We spent the first 15 years from 2003 to 2019 really focusing on building strong trunk to the tree, ...