Creative Planning Acquires Duncan & Haley
March 12, 2026
Creative Planning, a registered investment advisor (RIA), announced it has acquired Duncan & Haley, Ltd., an RIA headquartered in Seattle, Washington. The deal adds approximately $660 million in assets under management (AUM) to Creative Planning and expands its wealth management capabilities spanning tax, estate, retirement planning, and trust services.
- Buyers
- Creative Planning
- Targets
- Duncan & Haley, Ltd.
- Industry
- Financial Services
- Location
- Washington, United States
- Transaction Type
- Buyout
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