Firm already manages nearly $290 million for U.S. clients living abroad, 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 ...

The acquisition of Burt Wealth Advisors is expected to expand Creative Planning’s presence and increase its AUM.

Creative Planning has acquired registered investment advisor Burt Wealth Advisors, adding $1 billion in assets under ...

The acquisition is the latest in a string of deals by Creative Planning aimed at growing their assets under management.

Creative Planning has acquired Marshall Financial Group, an established RIA in Doylestown, Pa., with more than $900 million in assets under management. The financial terms of the deal were not ...

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 ...

Creative Planning is acquiring Edmonds Duncan, a $550 million RIA whose Lawrence, Kan., location is just over 30 miles from Creative Planning's headquarters in Overland Park. The Edmonds Duncan deal ...

In the lawsuit, United Capital claims that Tatiana Stratigaki opted to leave the firm to pursue a job at Concurrent, which ...

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 ...

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 ...