OVERLAND PARK, Kan., June 5, 2026 — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced the acquisition of Brightworks Wealth Management, an established financial and investment advisory firm in Columbia, Maryland, which will bring approximately $376 million in assets under management (AUM) or advisement to Creative Planning.
“Every time we bring a firm into Creative Planning, the goal is simple — to enhance what already makes them great and expand what’s possible for their clients,” said Creative Planning President and CEO Peter Mallouk. “What stood out about Brightworks is how closely they operate to the way we do, by starting with clients’ goals and building every recommendation from there. That alignment makes this a natural fit.”
Founded on a relationship-focused approach to wealth management, Brightworks Wealth Management has built a reputation for helping families, professionals, business owners and foundations navigate complex financial decisions with confidence. The firm delivers integrated investment management and financial planning under a fiduciary standard, emphasizing personalized guidance and long-term client relationships.
As part of the acquisition, Nancy Briguglio and Scot Millen will join Creative Planning as partners.
“Planning has always been part of our DNA, so partnering with a like-minded firm creates a natural fit and a stronger foundation for clients,” said Briguglio and Millen in a joint statement. “What stood out most about Creative Planning is how aligned we are in our belief that planning should be at the center of everything we do.”
Brightworks Wealth Management established itself as a trusted advisor in the Maryland marketplace through its personalized service model and deep community involvement. The firm earned recognition for its community engagement, including a signed commendation from a U.S. senator, and appeared on the Best of Howard County 2024 list compiled by The Baltimore Sun.
“Joining forces with Creative Planning allows us to pair our highly personal approach with the expanded resources and capabilities of a larger firm,” said Briguglio and Millen. “Our clients gain access to broader expertise and services while our team benefits from stronger operational support, freeing us to spend more time focused on what matters most: delivering thoughtful, responsive guidance and deepening client relationships.”
Creative Planning continues to expand its national footprint by adding firms that share its client-first philosophy and commitment to comprehensive financial planning.
About Creative Planning
Creative Planning, LLC is an independent wealth management firm that provides a financial planning-led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as business services and institutional money management. Creative Planning and its affiliates have more than $710 billion in assets under management or advisement as of December 31, 2025. SageView Advisory Group, United Capital Financial Advisors and Baseline Wealth Management Ltd. are affiliates of Creative Planning.
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