Creative Planning Acquires Daniels + Tansey

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 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 Thun Financial Advisors

July 14, 2020

Wealth Management

Creative Planning, a large independent wealth management firm, has acquired Thun Financial Advisors, a Registered Investment Adviser that manages about $600 million in client assets. The deal strengthens Creative Planning’s ability to serve U.S. citizens living and working overseas by adding Thun’s cross-border advisory expertise to its offering.

Creative Planning Acquires Edmonds Duncan Registered Investment Advisors

October 1, 2024

Wealth Management

Creative Planning has acquired Lawrence, Kansas-based Edmonds Duncan Registered Investment Advisors, with the deal closing October 1 and six Edmonds Duncan employees joining Creative Planning. The acquisition adds roughly $550 million of AUM and expands Creative Planning's presence in Kansas while enabling Edmonds Duncan clients to access Creative Planning's broader suite of planning, investment, tax, trust and estate services.

Creative Planning Acquires Miller Financial Management

August 18, 2020

Wealth Management

Creative Planning Inc., a large independent Registered Investment Adviser based in Overland Park, Kansas, acquired Miller Financial Management, an RIA in Muncie, Indiana that managed approximately $150 million in client assets. The acquisition expands Creative Planning’s presence in Indiana and provides continuity and expanded resources for Miller Financial Management’s clients and team.

Creative Planning Acquires BerganKDV

June 5, 2023

Accounting & Tax

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.