Creative Planning offers comprehensive wealth management, custom portfolios and specialized services for the ultrawealthy.

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.

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

Creative Planning, a national registered investment advisor with $210 billion in assets under management, has acquired CTB Financial Services, a Minneapolis-based registered investment advisor ...

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 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 ...

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TPG Capital, a global alternative asset management firm, has revealed it's making a strategic minority investment in Creative Planning, the top-ranked RIA headed by industry veteran Peter Mallouk.

OVERLAND PARK, Kan. & SAN FRANCISCO--(BUSINESS WIRE)-- Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading global ...

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Creative Planning, an Overland Park, Kan.-based RIA with more than $245 billion in assets under management, announced it has acquired Daniels + Tansey, a Wilmington, Del.-based RIA with $600 million ...