Also, Aspen Standard RIA Summitry acquires a neighbor in California, and Raymond James snags 6 advisors from LPL’s Commonwealth.

The acquisition of Duncan & Haley adds $660m in assets to Creative Planning’s books.

Creative Planning has agreed to acquire Seattle-based registered investment advisor Duncan & Haley, bringing roughly $660 ...

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 ...

Creative Planning, LLC (Creative Planning), one of the nation's largest registered investment advisors (RIAs) today announced it has been recognized by the Wall Street Journal's Buy Side (WSJ | Buy ...

Creative Planning has acquired Duncan & Haley, Ltd., a Seattle, Wash.-based RIA with $660 million in assets under management. The financial terms of transaction, the second so far this year for the ...

Creative Planning LLC, an independent wealth management firm, announced Thursday its acquisition of Duncan & Haley Ltd., a ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Creative Planning's fifth ...

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.

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 ...

The investment was made through the private equity arm of TPG’s U.S. and European platform. Creative Planning LLC, an independent wealth management firm, announced Tuesday that TPG (Tarrant Capital IP ...

OVERLAND PARK, Kan., April 9, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of ...