Creative Planning Acquires Sunrise Advisors
June 23, 2020
Creative Planning, an independent wealth management firm based in Overland Park, Kansas, acquired Sunrise Advisors, a Leawood, Kansas-based registered investment adviser managing approximately $700 million in AUM. The deal brings Sunrise’s advisors and clients into Creative Planning’s platform to expand its Kansas City presence and add wealth management capabilities and talent.
- Buyers
- Creative Planning, Inc.
- Targets
- Sunrise Advisors, Inc.
- Sellers
- Dave Scott, Sam Scott, David Walsh
- Industry
- Wealth Management
- Location
- Kansas, United States
- Transaction Type
- Buyout
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