US-based wealth management firm Creative Planning has acquired Burt Wealth Advisors, a registered investment advisor based in the US. The transaction, said to be Creative Planning’s 15th acquisition ...

OVERLAND PARK, Kan., Dec. 9, 2025 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Marshall Financial Group ...

Creative Planning, the Overland Park, Kan.-based RIA with $300 billion in assets under administration, has acquired ML&R Wealth Management, an advisory practice headquartered in Austin, Texas (with ...

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 ...

Kovitz Investment Group Partners, one of a handful of “hub” firms into which Focus Financial is moving to consolidate the remaining 80-plus partners in its network, has taken another step in that ...

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. The acquisition closed on ...

Creative Planning has signed an agreement to acquire a United Kingdom-based financial advisory firm with $4.8 billion in assets under management, according to sources with knowledge of the deal.

Creative Planning LLC, a registered investment advisor (RIA) headquartered in Overland Park, Kan., has closed on its first acquisition of 2022 by acquiring Keystone Wealth Partners, a full-service ...

Creative Planning has agreed to acquire SageView Advisory Group, a move that will unite two of the largest independent RIAs and further expand Creative Planning’s reach in both the wealth and ...

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 ...

OneDigital Investment Advisors, a wholly owned subsidiary of Digital Insurance LLC, known as OneDigital, announced on Tuesday the acquisition of Houston-based retirement plan and wealth manager Legacy ...

With its purchase of Goldman Sachs' Personal Financial Management unit scheduled to close in the fourth quarter, Creative Planning is busy trying to figure out exactly how much of the business will ...