Creative Planning - M&A Summary and Business Overview

Financial ServicesCompany

Creative Planning M&A Summary

Creative Planning has acquired 34 companies, including 34 in the last 5 years.

Creative Planning has acquired in 19 different US states. The Company’s most targeted sectors include financial services (62%) and business services (39%).

Creative Planning Business Overview

Where is Creative Planning headquartered?

Creative Planning is headquartered in Overland Park, Kansas.

What sector is Creative Planning in?

Creative Planning is a financial services company.

M&A Summary

  • M&A Total Activity34
    • M&A Buy Activity34
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

Creative Planning

Creative Planning LLC

5454 W 110th Street,
Overland Park, Kansas 66211
United States,
(866) 909-5148
www.creativeplanning.com

Creative Planning is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning is based in Overland Park, Kansas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (6.0/yr) # 4 6 4 12 6 2 34
Sell (0.0/yr) # - - - - - - 0
  34

Most Recent M&A

Company Date Value Type
Edmonds Duncan Registered Investment Advisors LLC 2024-11-12 - Add-on Acquisition
Lawrence, Kansas · www.edmondsduncan.com
ML&R Wealth Management LLC 2024-04-02 - Add-on Acquisition
Austin, Texas · www.mlrwm.com
Daniels + Tansey LLP 2023-11-28 - Add-on Acquisition
Wilmington, Delaware · www.danielstansey.com
Kistler-Tiffany Advisors 2023-10-03 - Add-on Acquisition
Berwyn, Pennsylvania · www.ktadv.com
United Capital Financial Advisers LLC 2023-08-28 - Divestiture
Newport Beach, California · www.goldmanpfm.com
CTB Financial Services, Ltd. 2023-08-22 - Add-on Acquisition
Minneapolis, Minnesota · www.ctbfin.com
BerganKDV Wealth Management LLC 2023-06-05 - Add-on Acquisition
Cedar Rapids, Iowa · www.bergankdv.com
Telarray LLC 2023-03-07 - Add-on Acquisition
Memphis, Tennessee · www.telarrayadvisors.com
Wipfli Financial Advisors LLC 2022-08-17 - Divestiture
Wauwatosa, Wisconsin · www.wipflifinancial.com
Rosen Capital Management 2022-06-10 - Add-on Acquisition
Macon, Georgia · www.rosenmoney.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 21 (62%) - - -
Business Services 13 (38%) - - -
Total 34 - - -

By Geo

State/Country Buy Value Sell Value
United States 34 - - -
  Kansas 3 - - -
  Illinois 3 - - -
  California 3 - - -
  Arizona 3 - - -
  Wisconsin 2 - - -
  Virginia 2 - - -
  Texas 2 - - -
  Ohio 2 - - -
  Minnesota 2 - - -
  Indiana 2 - - -
  Georgia 2 - - -
  Tennessee 1 - - -
  Pennsylvania 1 - - -
  New York 1 - - -
  Missouri 1 - - -
  Massachusetts 1 - - -
  Louisiana 1 - - -
  Iowa 1 - - -
  Delaware 1 - - -
Total 34 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
12%
4 (12%)

 Subscribe to unlock this and 207,963
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 200K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.