Cambridge Investment Research Acquires WealthPlanners, LLC

Creative Planning Acquires Castle Wealth Advisors

April 27, 2021

Wealth Management

Creative Planning LLC acquired Indianapolis-based Castle Wealth Advisors, bringing approximately $320 million in assets under management and adding Castle’s business valuation capabilities to Creative Planning’s wealth management platform. Castle, founded in 1973 by Gary Pittsford, has offices in Indianapolis and Naperville, Illinois; the deal expands Creative Planning’s client base and service offering.

Creative Planning Acquires Dashboard Wealth Advisors

November 30, 2021

Financial Services

Creative Planning Inc., an independent Registered Investment Adviser based in Overland Park, Kansas, acquired Dashboard Wealth Advisors, a Chicago-area RIA founded by Scott Schuster in 2013 that managed more than $800 million in assets. The deal brings Dashboard’s clients and advisory team into Creative Planning’s platform and expands the firm’s presence in the Illinois / greater Chicago market.

MCF Advisors Acquires Wealth Planning Corporation

February 27, 2026

Wealth Management

MCF Advisors, a Kentucky-based registered investment adviser, acquired Cincinnati-based wealth management firm Wealth Planning Corporation, which oversees about $617 million in assets under management. The deal added a nine-person team to MCF, including President Todd Steinbrink and Vice President of Operations Angela Dietrich, and expanded MCF’s presence in the Greater Cincinnati market. The acquisition closed on February 27, 2026.

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.

CI Private Wealth (CI Financial) Acquires Matrix Capital Advisors

December 1, 2021

Financial Services

CI Private Wealth, a division of CI Financial Corp., has acquired Matrix Capital Advisors, a Chicago-based registered investment advisor that manages approximately US$615 million in assets. The deal expands CI's U.S. wealth management footprint and adds high-net-worth client relationships and experienced advisory personnel to its CI Private Wealth platform; financial terms were not disclosed.

HUB International Acquires Assets of WealthPlan Advisors, LLC

August 3, 2022

Financial Services

HUB International Limited acquired the assets of WealthPlan Advisors, LLC, an independent Scottsdale-based investment advisor, to expand its retirement and wealth advisory capabilities in the Southwest. WealthPlan Advisors had nearly 600 clients and managed more than $2.3 billion in assets as of March 2022; terms were not disclosed and the firm was represented by Wise Rhino Group.