2026

OVERLAND PARK, Kan., March 31, 2026 — Creative Planning, LLC (“Creative Planning”), a leading registered investment advisor, is pleased to announce that 17 of its wealth managers have been named to Barron’s 2026 Top 1500 Financial Advisors by State list. “Having 17 advisors recognized by Barron’s reflects the exceptional talent and dedication of our team,” said … Read more

OVERLAND PARK, Kan., March 26, 2026 — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced that MASECO LLP (MASECO), an established RIA in London, England, will become part of the Creative Planning Group, subject to regulatory approval. The acquisition will add 123 employees and over $5 billion in assets under … Read more

OVERLAND PARK, Kan., March 25, 2026 — 42 managing directors from Creative Planning and SageView Advisory Group (SageView), a Creative Planning affiliate, were named to PLANADVISER’s 2026 Top Retirement Plan Advisers list. The recognition included more than 316 advisers nationwide and was based on the number of plans and total assets under advisement. “We’re honored … Read more

OVERLAND PARK, Kan., March 17, 2026 — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced the launch of the Women’s Forum, powered by Creative Planning — an initiative originally founded by CAP STRAT and now expanded as a Creative Planning offering. The Women’s Forum was established by the founders of … Read more

OVERLAND PARK, Kan., March 12, 2026 — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced it has acquired Duncan & Haley, Ltd. (Duncan & Haley), an established RIA in Seattle, Washington. The acquisition adds $660 million in assets under management to Creative Planning. “Duncan & Haley has long shared our … Read more