Creative Planning offers comprehensive wealth management, custom portfolios and specialized services for the ultrawealthy. But it might not be the best fit for beginners or those with fewer investable ...

Creative Planning and EP Wealth Advisors each expanded their national footprints through separate acquisitions on Tuesday, marking continued momentum in the continuing story of RIA industry ...

OVERLAND PARK, Kan., Jan. 13, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Baseline Wealth Management ...

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 ...

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.

It’s official. Creative Planning has agreed to acquire SageView Advisory Group, a large addition to its institutional advice business that will create a combined firm advising on $640 billion in ...

Creative Planning is an Overland Park-based independent registered investment advisor (RIA), with over 1,500 employees. The firm provides wealth management, tax, and estate planning services through ...

Creative Planning Inc., a registered investment advisor (RIA) headquartered in Overland Park, Kan., has acquired Castle Wealth Advisors, which manages $320 million in client assets, the two firms said ...

SageView Advisory Group, an independent registered advisory firm, is being acquired by Creative Planning LLC, an independent wealth management firm. The price was not disclosed. The newly combined ...

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 Planning has acquired Monterey Private Wealth, a registered investment advisory firm based on California’s central coast that manages more than $1 billion in assets.

Creative Planning is one of Buy Side’s highest-rated wealth management firms, earning a 5-star rating. The firm offers portfolio management and financial planning for clients, including services for ...