Creative Planning Acquires Sunrise Advisors

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 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.

Creative Planning Acquires Starfire Investment Advisers

June 30, 2020

Financial Services

Creative Planning, an independent wealth management firm based in Overland Park, Kansas, has acquired Starfire Investment Advisers, a Registered Investment Adviser in Southfield, Michigan with approximately $530 million in AUM. The deal expands Creative Planning's presence in the Greater Detroit market and brings Starfire's clients and advisory capabilities onto Creative Planning's platform.

Creative Planning Acquires Heritage Way Advisors

April 8, 2022

Wealth Management

Creative Planning LLC, a large independent RIA, has acquired Illinois-based Heritage Way Advisors, a boutique wealth management firm with $450 million in AUM. The deal brings the Heritage Way team and clients into Creative Planning’s platform to support succession planning and expand client services and capabilities.

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.

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.