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

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

Creative Planning has acquired registered investment advisor Burt Wealth Advisors, adding $1 billion in assets under ...

Mega-RIA Creative Planning and Chicago-based Waverly have also gained additional scale with hefty acquisitions.

In the lawsuit, United Capital claims that Tatiana Stratigaki opted to leave the firm to pursue a job at Concurrent, which ...

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 ...

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 ...

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 Creative Planning added a ...

In the wake of Creative Planning’s deal to purchase the $250 billion SageView Advisory Group, the registered investment advisor is naming SageView President Jon Upham to lead the combined retirement ...

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 ...

Creative a planning, one of the nations’ lasrgest registered investment advisors, has acquired Stratford Consulting, a Texas-based boutique wealth firm with $618 million in assets under management.