In the evolving financial advisory world, Creative Planning stands as a beacon of growth and innovation. At the helm is Ramesh Poola, Co-Chief Investment Officer, who is playing a key role in its ...

Creative Planning, the $345 billion registered investment advisor led by Peter Mallouk, has acquired Maxwell Wealth Strategies, a Pleasanton, Calif.-based RIA with about $290 million in client assets.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Creative Planning added a ...

TPG Capital, a global alternative asset management firm, has revealed it's making a strategic minority investment in Creative Planning, the top-ranked RIA headed by industry veteran Peter Mallouk.

Creative Planning announced that Monterey Private Wealth will join the registered investment advisor as its fourth acquisition so far this year, bringing on more than $1 billion in assets from clients ...

OVERLAND PARK, Kan., April 9, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of ...

Creative Planning CEO Peter Mallouk wants the RIA to expand its footprint in the retirement market. Fresh off its deal to acquire Goldman Sachs' Personal Financial Management division, Creative ...

OVERLAND PARK, Kan. & SAN FRANCISCO--(BUSINESS WIRE)-- Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading global ...

Creative Planning, an Overland Park, Kan.-based RIA with more than $245 billion in assets under management, announced it has acquired Daniels + Tansey, a Wilmington, Del.-based RIA with $600 million ...

The investment was made through the private equity arm of TPG’s U.S. and European platform. Creative Planning LLC, an independent wealth management firm, announced Tuesday that TPG (Tarrant Capital IP ...

Upham has been with SageView since 1999, when the firm had less than $1 billion in AUA and 75 clients. Last week, it was announced that Creative Planning had agreed to acquire SageView, with the ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min General Atlantic wants to sell ...