Creative Planning Inc., an Overland Park, Kansas-based registered investment adviser managing more than $76 billion, has acquired Sullivan Bruyette Speros & Blayney, a pioneering RIA based in McLean, Virginia, that manages $5 billion.
SBSB was formed in 1991 and now has more than 60 employees. Terms of the acquisition were not disclosed.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
Firm grows assets to $12.27 billion with latest deal.
Treasury secretary's deadline called 'aspirational' by John Thune.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
