Creative Planning Acquires SBSB

McLean, Virginia firm manages over $5 billion in assets OVERLAND PARK, Kan. – May. 4, 2021 – Creative Planning, LLC (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), today announced the acquisition...

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021