Creative Planning, LLC (Creative Planning), one of the nation's largest registered investment advisors (RIAs) today announced it has been recognized by the Wall Street Journal's Buy Side (WSJ | Buy ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Creative Planning’s latest acquisition is a Pennsylvania-based RIA that will boost the ...

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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.

US-based wealth management firm Creative Planning has acquired Burt Wealth Advisors, a registered investment advisor based in the US. The transaction, said to be Creative Planning’s 15th acquisition ...

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 a planning, one of the nations’ lasrgest registered investment advisors, has acquired Stratford Consulting, a Texas-based boutique wealth firm with $618 million in assets under management.

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. & 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 ...

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Creative Planning notched its third completed deal of the year with the acquisition of Boston-based Ferris Capital, a $755 million registered investment adviser. Peter Mallouk, Creative Planning’s ...

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 ...