Home > Press Room

Latest Feature

Newspaper with reading glasses sitting on top of laptop

Creative Planning Acquires Mosaic Pacific, Strengthening Hawaii Presence

OVERLAND PARK, Kan., July 15, 2025 – Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced the acquisition of Mosaic Pacific, a well-established financial advisory practice serving clients throughout Hawaii. The transaction closed on June 30, 2025, bringing approximately $430 million in assets under management to Creative Planning. Founded in 2014, … Read more