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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...

Creative Planning Acquires The Doman Group

OVERLAND PARK, Kan., March 1, 2022 /PRNewswire/ — The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country.  TDG is a federally registered investment advisor that was born out of...

Creative Planning Acquires JBJ Invest

OVERLAND PARK, Kan., Feb. 15, 2022 /PRNewswire/ -- JBJ Invest ("JBJ"), managing more than $735 million in assets, has joined forces with Creative Planning LLC. ("Creative Planning"), one of the nation's largest and fastest-growing Registered Investment Advisers...

Creative Planning Acquires Paradigm Financial Advisors

The St. Louis RIA Firm manages over $600 million in AUM OVERLAND PARK, Kan., Feb. 1, 2022 -- Paradigm Financial Advisors ("Paradigm") has joined forces with Creative Planning, LLC, which is one of the largest Registered Investment Advisers ("RIA") in the country....

Creative Planning Acquires Reilly Financial Advisors

Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM OVERLAND PARK, Kan., Jan. 18, 2022 -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Reilly...

Creative Planning Acquires Berno Financial Management

Cincinnati, Ohio Firm Has Over $300 Million in AUM OVERLAND PARK, Kan., Jan. 4, 2022 -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Berno Financial Management...

Creative Planning Acquires Dashboard Wealth Advisors

Oak Brook, Illinois Firm Has More than $800 Million in AUM OVERLAND PARK, Kan., Nov. 30, 2021 -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Dashboard Wealth...

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Peter Mallouk

President & CEO, Creative Planning

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