M&A Deal Summary

Creative Planning Acquires Paradigm Financial Advisors

On February 1, 2022, Creative Planning acquired financial services company Paradigm Financial Advisors

Acquisition Highlights
  • This is Creative Planning’s 11th transaction in the Financial Services sector.
  • This is Creative Planning’s 17th transaction in the United States.
  • This is Creative Planning’s 1st transaction in Missouri.

M&A Deal Summary
Date 2022-02-01
Target Paradigm Financial Advisors
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition
Advisor(s) Echelon Partners (Financial)

Target

Paradigm Financial Advisors

Des Peres, Missouri, United States
Paradigm Financial Advisors is a $600 MM AUM RIA based in St. Louis, Missouri. The firm was founded to be a fee only financial advisor that provides high-quality advice to its high net worth clientele.

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Buyer(S) 1

Buyer

Creative Planning

Overland Park, Kansas, United States
Category Company
Sector Financial Services
DESCRIPTION

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.

DEAL STATS #
Overall 17 of 34
Sector (Financial Services) 11 of 21
Type (Add-on Acquisition) 15 of 30
State (Missouri) 1 of 1
Country (United States) 17 of 34
Year (2022) 3 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-18 Reilly Financial Advisors

La Mesa, California, United States

Reilly Financial Advisors provides clients to achieve their financial goals. and also specializes in corporate retirement plans and working with an international clientele. Reilly Financial Advisors was founded in 1999 and is based in La Mesa, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-01 TDG

New York, New York, United States

TDG is an independent wealth management firm that provides a multi-family office financial and investment management approach, which includes investment management, financial planning, tax planning for high net worth and ultra-high net worth individuals as well as 401(k) co-fiduciary services. TDG is based in New York City.

Buy -
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