Creative Planning has acquired 42 companies, including 38 in the last 5 years. A total of 1 acquisition came from private equity firms.
Creative Planning has acquired in 22 different US states. The Company’s most targeted sectors include financial services (62%) and business services (36%).
5454 W 110th Street,
Overland Park, Kansas
66211
United States,
(866) 909-5148
www.creativeplanning.com
| Date | Target |
Value
$mlns |
Transaction Type | Acquirer | Seller |
SRC
Link |
|---|---|---|---|---|---|---|
| 2025-12-02 |
Burt Wealth Advisors · Financial Services
North Bethesda, Maryland · www.burtwealth.com Burt Wealth Advisors is an investment-advisory firm that offers wealth management, financial planning, retirement and tax planning, education funding, estate and charitable planning, and investment management services. Burt Wealth Advisors was founded in 1985 and is based in North Bethesda, Maryland. Advisor: Gorman Jones |
- | Add-on Acquisition | - |
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