Creative Planning’s long-running acquisition streak has steadily extended the company’s reach across the U.S. and into new markets.

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 ...

Former president Barack Obama's conversation with CEO Peter Mallouk comes as the Kansas-based RIA giants scales its ...

Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced a definitive acquisition agreement for RVK, Inc. (RVK), a leading institutional investment ...

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.

Ferris Capital, a registered investment advisory firm based in Southborough, Mass., has joined Overland Park, Kan.–based Creative Planning, one of the largest RIAs in the nation and among the most ...

With the move, Creative Planning would expand its institutional investment capabilities and join other large RIAs that have entered the space through acquisitions.

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 ...

Creative Planning CEO Peter Mallouk wants the RIA to expand its footprint in the retirement market. Fresh off its deal to acquire Goldman Sachs' Personal Financial Management division, Creative ...

Creative Planning announced that MASECO LLP will join its group, marking a significant step in expanding its international presence. The London-based firm brings more than $5 billion in assets under ...

Creative Planning announced that it has entered into an agreement to acquire MarkhamNorton Accountants+Advisors, an accounting and advisory firm based in Southwest Florida. The transaction is expected ...