M&A Deal Summary

Creative Planning Acquires Reilly Financial Advisors

On January 18, 2022, Creative Planning acquired financial services company Reilly Financial Advisors

Acquisition Highlights
  • This is Creative Planning’s 10th transaction in the Financial Services sector.
  • This is Creative Planning’s 16th transaction in the United States.
  • This is Creative Planning’s 1st transaction in California.

M&A Deal Summary
Date 2022-01-18
Target Reilly Financial Advisors
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition
Advisor(s) Republic Capital Group (Financial)

Target

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.

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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 16 of 34
Sector (Financial Services) 10 of 21
Type (Add-on Acquisition) 14 of 30
State (California) 1 of 3
Country (United States) 16 of 34
Year (2022) 2 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-04 Berno Financial Management

Cincinnati, Ohio, United States

Berno Financial Management is a provider of personal wealth management services, financial planning consultations, and investment management strategies. Berno Financial Management was founded in 1993 and is based in Cincinnati, Ohio.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-02-01 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.

Buy -
Mergr

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