OVERLAND PARK, Kan., Nov. 4, 2026 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest independent wealth management firms, today announced it has acquired Rockbridge Investment Management (“Rockbridge”), one of the largest fee-only, fiduciary wealth management firm based in Syracuse, New York. The transaction closed on November 2, 2026.
The acquisition adds approximately $2.2 billion in assets under management and 23 employees to Creative Planning and expands its financial planning and investment management capabilities in Central New York.
“We’re excited to welcome the Rockbridge team and its clients to Creative Planning. Rockbridge has built its reputation in Central New York on in-depth financial planning and a thoughtful client experience, and that commitment mirrors how we approach our work. Together, we can bring Syracuse-area families a full range of integrated wealth management, including tax and estate planning,” said Peter Mallouk, CEO of Creative Planning.
Founded in 1991, Rockbridge has spent more than three decades helping individuals and families plan for retirement and enjoy it with confidence. Its team provides financial and retirement planning, investment management, estate planning, insurance planning, business succession planning and tax coordination.
“From our first conversation with Peter Mallouk, it was clear that Creative Planning was the right next step for our clients and for our team,” said Rockbridge CEO Patrick Rohe and Managing Partner David Carroll in a joint statement. “We share his vision for where the RIA industry is headed. For years, clients have asked us for coordinated services like estate planning and tax preparation, and joining Creative Planning allows us to bring that fully integrated experience, including dedicated CPAs and estate planning professionals, to our clients and the Syracuse community with the same focus on client experience and responsiveness that has defined Rockbridge.”
Rockbridge’s fee-only, fiduciary approach and its focus on helping clients retire with confidence align with Creative Planning’s planning-led approach. Rockbridge clients will continue to work with their current advisors while gaining access to Creative Planning’s affiliated tax preparation, estate planning, legal, trust and retirement plan services.
Alaris Acquisitions served as the exclusive M&A advisor to Rockbridge Investment Management. Michael Stanczyk of Lynn D’Elia Temes & Stanczyk served as legal counsel.
About Creative Planning
Creative Planning, LLC, an independent wealth management firm, provides financial planning-led investment management and retirement planning services, working in coordination with Creative Planning companies to deliver integrated estate planning, trust services, tax advice and family office services for individuals, as well as business services and institutional consulting for organizations.
Media Contact
Creative Planning | media@creativeplanning.com
