Creative Planning Acquires Grassi Investment Management

Creative Planning Acquires Ferris Capital

June 1, 2022

Wealth Management

Creative Planning LLC has acquired Ferris Capital, LLC, a Massachusetts-based registered investment adviser with $755 million in assets under management. The deal expands Creative Planning's footprint into the Massachusetts market and brings Ferris Capital's advisory team and wealth-planning capabilities into Creative's platform, which manages or advises on over $225 billion in assets.

Creative Planning Acquires Rosen Capital Management

June 10, 2022

Wealth Management

Creative Planning LLC has acquired Rosen Capital Management, a Macon, Georgia-based wealth management firm managing $114 million in AUM and bringing two employees (including CEO Glenn Rosen) into Creative Planning. The deal expands Creative Planning’s footprint in Georgia; Incap (Baltimore) served as financial advisor to Rosen Capital Management.

Creative Planning Acquires Monterey Private Wealth

April 20, 2025

Financial Services

Creative Planning, a large independent RIA, announced that Monterey Private Wealth, a Monterey, California–based registered investment advisor overseeing over $1 billion in client assets, has joined Creative Planning. The transaction strengthens Creative Planning’s West Coast presence and gives Monterey’s clients access to Creative Planning’s broader suite of wealth management services while retaining the Monterey advisory team and office.

Creative Planning Acquires Maxwell Wealth Strategies

January 17, 2025

Financial Services

Creative Planning, a large independent wealth management firm based in Overland Park, Kansas, has acquired Maxwell Wealth Strategies of Pleasanton, California. The deal closed January 17, 2025 and brings Maxwell's approximately $290 million in AUM and its advisory team into Creative Planning to expand the firm's reach and client service capabilities.

Creative Planning Acquires Switzerland's Baseline Wealth Management

January 13, 2026

Wealth Management

Creative Planning, a U.S.-based independent wealth management firm, has acquired Baseline Wealth Management, a Swiss RIA with offices in Geneva and Zurich. The deal adds 14 employees and more than $1 billion in AUM and represents Creative Planning's first international acquisition as it expands into Europe.

Creative Planning Acquires Goldman Sachs Personal Financial Management Business

August 28, 2023

Financial Services

Creative Planning, an independent Registered Investment Advisor, has agreed to acquire Goldman Sachs’ Personal Financial Management (PFM) unit. The deal — a divestiture by Goldman Sachs — moves PFM’s advisors and client relationships to Creative Planning and is expected to close in Q4 2023, while preserving access to Goldman Sachs Asset Management solutions through an expanded strategic relationship.