Displaying 5 results
Creative Planning adds $1 billion Memphis RIA
Telarray Advisors, which has 18 employees, describes Creative Planning as a 'perfect match.'
Creative Planning acquires $5 billion Wipfli Financial Advisors
The deal is the firm's third-biggest transaction to date, and CEO Peter Mallouk says M&A activity is ramping up because most RIAs aren't growing organically.
Creative Planning’s Mallouk sees softening valuations driving more RIA deals
Creative Planning's third completed deal of the year, for Boston-based Ferris Capital, adds $755 million to its wealth management footprint.
Creative Planning adds $644 million in Keystone Wealth Partners deal
Keystone's team-based approach is described as having sealed the deal; the firm's 29 employees include advisers, attorneys and CPAs.
Creative Planning adds $400 million New York City-based RIA
The Doman Group, which works with athletes and entertainers, marks Creative Planning's first office in Manhattan.
