Tag: Creative Planning
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...
