Creative Planning Acquires Ferris Capital

Creative Planning Acquires Miller Financial Management

August 18, 2020

Wealth Management

Creative Planning Inc., a large independent Registered Investment Adviser based in Overland Park, Kansas, acquired Miller Financial Management, an RIA in Muncie, Indiana that managed approximately $150 million in client assets. The acquisition expands Creative Planning’s presence in Indiana and provides continuity and expanded resources for Miller Financial Management’s clients and team.

Creative Planning Acquires Grassi Investment Management

August 28, 2025

Wealth Management

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.

Creative Planning Acquires Coe Financial Services

April 9, 2020

Financial Services

Creative Planning, Inc., a large independent Registered Investment Adviser, has acquired Coe Financial Services, an RIA based in Wichita, Kansas, bringing roughly $126 million of client assets into Creative Planning and establishing a Wichita office. The acquisition adds Richard Coe and his team to Creative Planning and expands the firm's geographic footprint and advisory capabilities in the region.

Creative Planning Acquires Kistler-Tiffany Advisors

October 3, 2023

Financial Services

Creative Planning, a leading independent RIA based in Overland Park, Kansas, has acquired Kistler-Tiffany Advisors, an independent fiduciary specializing in wealth management, estate planning and business succession for high-net-worth families. The acquisition expands Creative Planning’s advisory capabilities and client service offerings by integrating Kistler-Tiffany’s experienced team and specialized expertise.

Creative Planning Acquires Financial Abundance

September 30, 2025

Wealth Management

Creative Planning, a large independent wealth management firm, has acquired Financial Abundance, a Pennsylvania-registered investment advisor, in a deal that closed Sept. 30 and will add over $275 million of AUM. The acquisition expands Creative Planning’s East Coast footprint and brings Financial Abundance founder Paul Nichols and his team into Creative Planning’s national platform.

Creative Planning Acquires Rosen Capital Management

June 10, 2022

Wealth Management

Creative Planning LLC has acquired Rosen Capital Management, a Macon, Georgia-based wealth management firm managing $114 million in AUM and bringing two employees (including CEO Glenn Rosen) into Creative Planning. The deal expands Creative Planning’s footprint in Georgia; Incap (Baltimore) served as financial advisor to Rosen Capital Management.