Creative Planning - M&A Summary and Business Overview

Financial ServicesCompany

Creative Planning M&A Summary

Creative Planning has acquired 33 companies, including 33 in the last 5 years.

Creative Planning has acquired in 19 different US states. The Company’s most targeted sectors include financial services (64%) and business services (37%).

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 Activity33
    • M&A Buy Activity33
  • 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 (5.8/yr) # 4 6 4 12 6 1 33
Sell (0.0/yr) # - - - - - - 0
  33

Most Recent M&A

Company Date Value Type
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
Ferris Capital LLC 2022-06-01 - Add-on Acquisition
Southborough, Massachusetts · www.ferriscapital.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 21 (64%) - - -
Business Services 12 (36%) - - -
Total 33 - - -

By Geo

State/Country Buy Value Sell Value
United States 33 - - -
  Illinois 3 - - -
  California 3 - - -
  Arizona 3 - - -
  Wisconsin 2 - - -
  Virginia 2 - - -
  Texas 2 - - -
  Ohio 2 - - -
  Minnesota 2 - - -
  Kansas 2 - - -
  Indiana 2 - - -
  Georgia 2 - - -
  Tennessee 1 - - -
  Pennsylvania 1 - - -
  New York 1 - - -
  Missouri 1 - - -
  Massachusetts 1 - - -
  Louisiana 1 - - -
  Iowa 1 - - -
  Delaware 1 - - -
Total 33 - - -

M&A Connections

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

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