Creative Planning Acquires Grassi Investment Management
August 28, 2025
Creative Planning, a large independent wealth management firm, acquired Santa Clara-based Grassi Investment Management on August 28, 2025, adding five professionals and approximately $1.3 billion in assets under management. The deal expands Creative Planning's West Coast operations and broadens its client service capabilities by integrating Grassi's personalized wealth management team.
- Buyers
- Creative Planning, LLC
- Targets
- Grassi Investment Management
- Sellers
- Grassi Investment Management, Peter E. Grassi
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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