Creative Planning, a large registered investment advisory firm, has made its first international acquisition, snapping up ...

Meanwhile, Beacon Pointe and Elevation Point have each announced transactions involving billion-dollar-plus wealth firms with ...

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 ...

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

Kansas-based Creative Planning, a rapidly growing registered investment advisory firm with more than $210 billion in client assets, has struck a multi-billion-dollar custody arrangement with Goldman ...

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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.

Upham has been with SageView since 1999, when the firm had less than $1 billion in AUA and 75 clients. Last week, it was announced that Creative Planning had agreed to acquire SageView, with the ...

Jessica Culpepper’s clients at Creative Planning include centimillionaires and billionaires, but she wants you to know that ...

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 ...

Four ex-employees of Creative Planning—the full-service, nationwide RIA with more than $210 billion under management as of the end of last year—have sued four former employer over noncompete clauses ...