Earlier this month, the Overland Park, Kansas-based Creative Planning acquired Burt Wealth, a North Bethesda, Md.-based RIA managing approximately $1 billion in client assets. It marked Creative ...

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

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

Firm already manages over $5 billion for clients living beyond the U.S., and CEO Peter Mallouk says demand in the UK, ...

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 ...

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, 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.

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 ...

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 ...

And then there was one. Creative Planning’s blockbuster acquisition of the $250 billion retirement-focused RIA SageView Advisory Group will create a massive firm with $640 billion in total client ...

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 ...