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Creative Planning Acquires Rosen Capital Management

The Macon, Georgia Based Wealth Management Firm Manages $114 Million in AUM OVERLAND PARK, Kan., June 10, 2022 /PRNewswire/ -- Rosen Capital Management has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the...

Creative Planning Acquires Emery Howard

OVERLAND PARK, Kan., March 29, 2022 /PRNewswire/ -- Emery Howard has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Emery Howard, managing over 1.8 billion in AUM, has consistently provided high...

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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