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Creative Planning Gets Even Bigger With Deal to Buy $5 Billion Wealth Manager

·2 min read
Creative Planning Gets Even Bigger With Deal to Buy $5 Billion Wealth Manager

Wealth management giant Creative Planning is buying a registered investment advisor with $5 billion, its third acquisition in the past two months. A top-ranked Barron’s RIA, Creative Planning, has inked several acquisitions since it sold a minority stake to private-equity firm General Atlantic in 2020. Founded in 1983, Creative Planning is one of the largest RIAs in the country.