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Creative Planning Acquires Meisrow’s $13 Billion Corporate Retirement Advisory Services Team

Creative Planning, a registered investment advisor, announced its acquisition of Mesirow's corporate retirement advisory services team. As of July 1, 2023, Mesirow’s team serves over...

Creative Planning Offers Equity to Employees

Creative Planning Inc., one of the nation's largest registered investment advisers, has opened up equity in the company to its employees, offering initial partnerships...

Creative Planning Buys $1.6 Billion Atlanta-Based RIA in Largest Deal Yet

Creative Planning Inc., one of the nation's largest registered investment advisers, has purchased TrueWealth, an Atlanta-based RIA with approximately $1.6 billion in assets under...

Creative Planning Buys $600 Million RIA Focused on Oversees Clients

Creative Planning Inc., a registered investment adviser that manages approximately $49 billion in client assets, has purchased Thun Financial Advisors, a registered investment advisory...