BBR Creative Sold to Its Management Team in Management Buyout

Creative Planning Acquires Sullivan, Bruyette, Speros & Blayney (SBSB)

May 4, 2021

Financial Services

Creative Planning, an independent wealth management firm based in McLean, Virginia, acquired Sullivan, Bruyette, Speros & Blayney (SBSB), a Overland Park-based advisory firm with over $5 billion in assets under management. The deal brings more than 60 SBSB team members to Creative Planning and expands its capabilities and presence in the Washington, D.C. metropolitan area.

CBBB Holdings Acquires LePoidevin Marketing

January 22, 2025

Marketing & Advertising

CBBB Holdings, an investment holdings company, has acquired LePoidevin Marketing, a full-service B2B advertising agency. The deal will allow LePoidevin to access additional resources and support from CBBB to expand services and pursue new growth opportunities.

Creative Planning Acquires CTB Financial Services

August 22, 2023

Financial Services

Creative Planning, a leading independent Registered Investment Advisor, has acquired CTB Financial Services, Ltd., a Minneapolis-based RIA known for tax-focused wealth planning. The deal expands Creative Planning's tax-planning capabilities and integrates CTB's advisory services into Creative Planning's broader wealth management platform.

Creative Planning Acquires Burt Wealth Advisors

December 4, 2025

Wealth Management

Creative Planning has acquired North Bethesda–based Burt Wealth Advisors, adding approximately $1 billion in assets under management to its platform. The acquisition expands Creative Planning's footprint in the Washington, D.C. area and gives Burt Wealth clients access to Creative Planning's broader wealth, tax, trust, and family office services.

Creative Planning Acquires Berno Financial Management

January 4, 2022

Wealth Management

Creative Planning Inc., a large independent wealth management firm, acquired Berno Financial Management, a Cincinnati-based registered investment adviser with over $300 million in assets under management. Bruce J. Berno and his team will join Creative Planning’s Cincinnati practice as the firm expands its footprint in the market.

Baretz+Brunelle Acquires Berardi Consulting LLC

October 20, 2021

Consulting

Baretz+Brunelle has merged Berardi Consulting LLC into its firm, with founder Jeff Berardi joining Baretz+Brunelle as a partner. The acquisition adds legal-industry marketing and business development advisory capabilities to Baretz+Brunelle’s NewLaw practice and expands its advisory services offering to Am Law and other legal-sector clients.