Yahoo Finance

Creative Planning Adds $900M Pennsylvania Firm

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Creative Planning’s latest acquisition is a Pennsylvania-based RIA that will boost the ...
Yahoo Finance

Creative Planning Set To Close $250B SageView Deal in December

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Creative Planning, the Overland Park, Kan.-based registered investment advisor with more ...
InvestmentNews

Goldman Sachs Ayco adds Creative Planning to growing RIA referral program

The Kansas-based $640 billion firm, which bought United Capital from Goldman Sachs in 2023, now joins Wealth Enhancement and ...
Financial Planning

Creative Planning makes another purchase with $1.4B RIA

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 ...
WealthManagement.com

Creative Planning Picks Up $290M California RIA

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.
PE Hub

General Atlantic backs Creative Planning

General Atlantic has made an investment in Creative Planning, a wealth management firm. No financial terms were disclosed. Kirkland & Ellis LLP served as legal counsel to Creative Planning while Paul, ...
The Business Journals

Creative Planning will help private equity-backer offload part of its stake

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 ...
Business Wire

Creative Planning Takes on Minority Funding From Growth Investor General Atlantic

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 ...
TheLadders.com

Creative Planning Careers, Jobs, and Salary Information

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 ...
The Business Journals

Creative Planning acquires $13B-asset corporate retirement team

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 ...
WealthManagement.com

Creative Planning Adds $126 Million RIA in Wichita

Creative Planning Inc. announced Friday that it has acquired Coe Financial Services, an RIA firm located in Wichita, Kan., with about $126 million in assets under management. "Richard Coe has ...