OVERLAND PARK, Kan., December 9, 2025 — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced it has acquired Marshall Financial Group (Marshall Financial), an established RIA in Doylestown, Pennsylvania. The acquisition adds 19 employees and more than $900 million in assets under management to Creative Planning. “Marshall Financial has a … Read more
2025
OVERLAND PARK, Kan., Dec 2, 2025 – Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced it has acquired Burt Wealth Advisors (Burt Wealth), an established RIA in North Bethesda, Maryland. The acquisition adds $1 billion in assets under management to Creative Planning. “We’re thrilled to have Burt Wealth join Creative … Read more
OVERLAND PARK, Kan., October 27, 2025 — Creative Planning, one of the nations’ largest registered investment advisors (RIAs), is proud to announce that six of its team members have been honored with the National Association of Plan Advisors (NAPA) 2025 Top Women of Excellence award. This recognition celebrates outstanding women leaders in the retirement plan … Read more
OVERLAND PARK, Kan., October 21, 2025 – Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced the acquisition of Financial Abundance, an RIA located in the heart of Pennsylvania. The acquisition, which closed on September 30 of this year, will add over $275 million in assets under management (AUM) to Creative … Read more
OVERLAND PARK, Kan. (OCT. 14, 2025) — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced that SageView Advisory Group (“SageView”) President Jon Upham will lead the combined retirement solutions division at Creative Planning following the firm’s acquisition of SageView, which is expected later this year. The leadership appointment advances Creative Planning’s … Read more
The newly combined firm would represent $640 billion in total client assets, serving more than 80,000 private wealth clients and 11,800 retirement plans.1 OVERLAND PARK, Kan. and NEWPORT BEACH, Calif. (OCT. 9, 2025) — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced today that it has entered into a definitive agreement … Read more
The Fed has cut interest rates 20 times when the market was near all-time highs. On FOX Business, Peter Mallouk explains what happened in all 20 instances and what it may mean for investors today.
OVERLAND PARK, Kan., September 15, 2025 – Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), proudly announces that 11 of its wealth managers have been recognized on the 2025 Barron’s Top 100 Independent Advisors list. The Creative Planning advisors recognized this year are: “Having more than 10% representation on … Read more
OVERLAND PARK, Kan., September 9, 2025 – Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced the acquisition of Grassi Investment Management, a distinguished wealth management firm located in Santa Clara, California. The transaction was completed on August 28, 2025, adding five experienced professionals to Creative Planning’s expanding team and approximately … Read more
Watch Peter Mallouk live on Fox Business discussing how trade negotiations, the AI revolution and evolving government policies are impacting today’s markets.
