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 ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Creative Planning, the Overland Park, Kan.-based registered investment advisor with more ...

Firm already manages over $5 billion for clients living beyond the U.S., and CEO Peter Mallouk says demand in the UK, ...

In the news release, Creative Planning Acquires Marshall Financial Group, Grows AUM by $900 Million, issued 09-Dec-2025 by Creative Planning, LLC over PR Newswire, we are advised by the company 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.

And then there was one. Creative Planning’s blockbuster acquisition of the $250 billion retirement-focused RIA SageView Advisory Group will create a massive firm with $640 billion in total client ...

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 ...

Creative Planning is an investment management and financial planning firm that provides wealth management services to individuals, families, and businesses. The company was founded in 1983 and is ...

Creative Planning Inc. announced Friday that it has acquired Coe Financial Services, an RIA firm located in Wichita, Kan., with about $126 million in assets under management. "Richard Coe has ...

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 ...

OVERLAND PARK, Kan. & NEW YORK--(BUSINESS WIRE)--Creative Planning, a leading independent wealth management firm, today announced that General Atlantic, a leading global growth equity firm, has made a ...