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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...

Creative Planning Passes $100 Billion in AUM

The Kansas City Based RIA serves clients in 50 States and 65 Countries OVERLAND PARK, Kan., Nov. 3, 2021 -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisors ("RIA"), today announced that it has surpassed $100...

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 of Sullivan, Bruyette, Speros...

Creative Planning Acquires Castle Wealth Advisors

Indiana-Based Investment Management Firm Has a Total of $320 Million in AUM and provides Business Valuation Services OVERLAND PARK, Kan. – Apr. 27, 2021 – Creative Planning LLC ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA),...

Creative Planning Offers Equity to 86 Employees

OVERLAND PARK, Kan. – Mar. 9, 2021 – Creative Planning, LLC ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced that it has opened up equity in the company to its employees, offering initial partnerships to 86...

Creative Planning Acquires Retirement Plan Division of IRON Financial

Illinois-Based Investment Management Firm Has a Total of $6 Billion in AUM OVERLAND PARK, Kan. – Feb. 3, 2021 – Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA), today announced the acquisition of the...

Creative Planning International in the News

Creative Planning International in the News

David Kuenzi is acknowledged as a leading expert on international investing and financial planning for American expatriates. He has been a regular contributor to The Wall Street Journal on expat finance issues. His writings have also appeared in the International...

“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