Recent events
Recent events tied to this brand in public sources.
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2022
Emery Howard joins Creative Planning
Emery Howard joined forces with Creative Planning, according to the announcement. Creative Planning said the addition brought Emery Howard into its business.
2022
Creative Planning acquires The Doman Group
Creative Planning and The Doman Group announced that The Doman Group had joined Creative Planning, describing the move as joining forces and a new partnership.
2022
Paradigm Financial Advisors joins Creative Planning
Paradigm Financial Advisors joined Creative Planning, bringing its team and more than $600 million in assets under management to the firm.
2022
Creative Planning announces acquisition of Reilly Financial Advisors
Creative Planning announced that it had acquired Reilly Financial Advisors, which had more than $2 billion in assets under management. The source reports the announcement, not completion of the acquisition.
2022
Creative Planning acquires Berno Financial Management
Creative Planning acquired Berno Financial Management, a Cincinnati-based registered investment adviser managing more than $300 million. Bruce J. Berno and all of the firm’s employees joined Creative Planning.
2022
Creative Planning announces acquisition of Berno Financial Management
Creative Planning announced its acquisition of Berno Financial Management, which had more than $300 million in assets under management. Berno's team was to join Creative Planning's Cincinnati practice.
2021
Creative Planning announces acquisition of SBSB
Creative Planning announced its acquisition of Sullivan, Bruyette, Speros & Blayney (SBSB), a financial planning firm with over $5 billion in assets under management. The source does not state that the acquisition was completed.
2021
Creative Planning acquires Castle Wealth Advisors
Creative Planning acquired Castle Wealth Advisors, which manages $320 million in assets.
2021
Creative Planning announces acquisition of Castle Wealth Advisors
Creative Planning announced its acquisition of Castle Wealth Advisors, an Indiana-based investment management firm with $320 million in assets under management.
2021
Creative Planning completes acquisition of SBSB
Creative Planning completed its acquisition of Sullivan, Bruyette, Speros & Blayney, an RIA with $5 billion in assets under management, in April 2021.
2020
Creative Planning announces acquisition of Miller Financial Management
Creative Planning announced its acquisition of Miller Financial Management, a registered investment advisory firm located in Muncie, Indiana.
2020
Creative Planning announces acquisition of Lenox Wealth Management
Creative Planning announced its acquisition of Lenox Wealth Management, a Cincinnati-based registered investment advisory firm with approximately $600 million in assets under management.
2020
Creative Planning announces acquisition of Thun Financial Advisors
Creative Planning announced that it had acquired Thun Financial Advisors, a registered investment advisory firm serving clients including U.S. citizens living overseas.
2020
Creative Planning acquires Starfire Investment Advisers
Creative Planning acquired Starfire Investment Advisers, a Southfield, Michigan-based registered investment adviser managing $530 million.
2020
Creative Planning announces acquisition of Starfire Investment Advisers
Creative Planning announced its acquisition of Starfire Investment Advisers, a registered investment advisory firm in Southfield, Michigan.
2020
Creative Planning announces acquisition of Sunrise Advisors
Creative Planning announced the acquisition of Sunrise Advisors, a registered investment adviser located in Leawood, Kansas. The source reports the announcement, not completion of the acquisition.
2020
Creative Planning announces acquisition of Coe Financial Services
Creative Planning announced its acquisition of Coe Financial Services, a Wichita-based registered investment adviser with approximately $126 million in assets under management.
2020
Creative Planning acquires Stratford Consulting
Creative Planning acquired Stratford Consulting, an RIA in Addison, Texas. Creative Planning's CEO said the addition would augment the firm's plans to become more competitive in the Dallas market.
2019
Creative Planning announces acquisition of OptiFour
Creative Planning announced its acquisition of OptiFour, a registered investment adviser based in Reston, Virginia.