In the news release, Creative Planning Acquires Marshall Financial Group, Grows AUM by $900 Million, issued 09-Dec-2025 by Creative Planning, LLC over PR Newswire, we are advised by the company that ...

A registered investment advisory firm serving more than 300 clients at the intersection of tax and wealth management services folded itself into Creative Planning. In June, Overland Park, Kansas-based ...

Creative Planning’s latest acquisition is a Pennsylvania-based RIA that will boost the company’s headcount by 19 employees and more than $900 million in assets under management. Marshall Financial ...

Creative Planning made the registered investment advisory firm's largest deal of the year so far, and, after massive growth, the company is "only getting started," CEO Peter Mallouk said. Overland ...

Creative Planning is an Overland Park-based independent registered investment advisor (RIA), with over 1,500 employees. The firm provides wealth management, tax, and estate planning services through ...

After a week of speculation, Goldman Sachs Group Inc. said Monday morning it was selling its registered investment advisor business, Personal Financial Management, to Creative Planning, a leading RIA ...

The Goldman Sachs Group, Inc. (NYSE: GS) announced the sale of its Personal Financial Management (PFM) unit to Creative Planning. Creative is a Registered Investment Advisor (RIA) and one of the ...

OVERLAND PARK, Kan., Dec. 9, 2025 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Marshall Financial Group ...