Creative Planning Acquires BerganKDV
June 5, 2023
Creative Planning, a leading independent wealth management firm, has acquired BerganKDV, the 58th largest CPA and advisory firm in the U.S. The deal brings roughly 600 BerganKDV employees into Creative Planning, expanding the firm's accounting, tax, audit and business advisory capabilities and furthering its growth in business services and wealth-adjacent offerings.
- Buyers
- Creative Planning
- Targets
- BerganKDV
- Industry
- Accounting & Tax
- Location
- United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
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 Kistler-Tiffany Advisors
October 3, 2023
Financial Services
Creative Planning, a leading independent RIA based in Overland Park, Kansas, has acquired Kistler-Tiffany Advisors, an independent fiduciary specializing in wealth management, estate planning and business succession for high-net-worth families. The acquisition expands Creative Planning’s advisory capabilities and client service offerings by integrating Kistler-Tiffany’s experienced team and specialized expertise.
-
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.
-
Creative Planning Acquires Keystone Wealth Partners
April 12, 2022
Financial Services
Creative Planning LLC, a large independent wealth management firm based in Overland Park, Kansas, has acquired Keystone Wealth Partners, an Arizona- and North Dakota-based wealth management firm managing over $644 million in AUM. The deal adds Keystone's 29 employees and 13 advisors to Creative Planning's platform and expands Creative Planning's advisory footprint and capabilities in tax, estate and holistic financial planning.
-
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 Kowal Investment Group
December 21, 2024
Financial Services
Creative Planning, a large independent wealth management firm based in Overland Park, Kansas, acquired Kowal Investment Group, an RIA based in Brookfield, Wisconsin. The deal closed December 21, 2024; Kowal's 20 employees and approximately $1.3 billion in AUM joined Creative Planning as part of the firm's ongoing nationwide expansion.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.