Creative Planning is a wealth management and financial advisory firm offering tailored investment management and comprehensive wealth services. With over $300 billion in assets under management or advisement, the company serves clients in 90+ countries, providing fiduciary guidance and in-house expertise across investments, taxes, and estate planning. Recognized as a top RIA firm, Creative Planning emphasizes a personalized approach to financial planning.
Recent Transactions involving Creative Planning
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Creative Planning Acquires ML&R Wealth Management |
ML&R Wealth Management |
Creative Planning |
Wealth Management | |
|
|
|
|
||
|
|
|
|
||
|
|
|
|
||
|
|
|
|
||
|
|
|
|
||
|
|
|
|
||
|
|
|
|
||
|
|
|
|
||
|
|
|
|
The Lower and Middle Market M&A Platform
See how PrivSource can help you close more deals.
Learn more →