Creative Planning > Press Room > Page 10

Press Room

Media Inquiries Contact

Latest Feature

Newspaper with reading glasses sitting on top of laptop

Creative Planning Acquires First International RIA, Baseline Wealth Management

January 13, 2026

OVERLAND PARK, Kan., January 13, 2026 — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced it has acquired Baseline Wealth Management Ltd (“Baseline”), an established Swiss RIA with locations in Geneva and Zurich. The acquisition adds 14 employees and more than $1 billion in assets under management to Creative Planning. … Read more

All Features

All

All
2026
2025
2024
2023
2022
2021
2020
2019

2026, Press Room, Uncategorized

14 Creative Planning Wealth Managers Named to the Forbes 2026 Best-in-State Wealth Advisors List

April 7, 2026

2026, Press Room

Creative Planning Retirement Services and SageView Advisory Group Place in Top Three on NAPA’s 2026 Top DC Advisor Multi-Office Firms List

April 3, 2026

2026, Press Room

17 Creative Planning Wealth Managers Named to Barron’s 2026 Top 1500 Financial Advisors List

March 31, 2026

2026, Press Room

Creative Planning Expands International Footprint With MASECO Acquisition

March 26, 2026

2026, Press Room

42 Creative Planning and SageView Managing Directors Named to PLANADVISER’s 2026 Top Retirement Plan Advisers List

March 25, 2026

2026, Press Room

Creative Planning Deepens Focus on Women’s Leadership and Financial Education Through Women’s Forum

March 17, 2026

1
2
3
…
17
Next »