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Creative Planning Acquires Duncan & Haley, Adds $660 Million in AUM

March 12, 2026

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

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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

2026, Press Room

Creative Planning Acquires Duncan & Haley, Adds $660 Million in AUM

March 12, 2026

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