Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Marshall Financial Group (Marshall Financial), an established RIA in Doylestown, ...

Creative Planning acquires Marshall Financial Group; Prudential Advisors welcomes Raymond James adviser team; South Carolina ...

The Overland Park, Kan.-based RIA is acquiring Marshall Financial Group, a company that offers integrated financial planning ...

Creative Planning has acquired Marshall Financial Group, an established RIA in Doylestown, Pa., with more than $900 million in assets under management. The financial terms of the deal were not ...

Firm already manages over $5 billion for clients living beyond the U.S., and CEO Peter Mallouk says demand in the UK, ...

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A registered investment advisory firm serving more than 300 clients at the intersection of tax and wealth management services folded itself into Creative Planning. In June, Overland Park, Kansas-based ...

Based in Overland Park, Kansas, Creative Planning is a registered investment advisor The newly combined firm will include more than 550 advisors, 11,800 retirement plans and more than 80,000 private ...

Creative Planning is undertaking its third-largest acquisition ever with the addition of Wipfli Financial Advisors, a Milwaukee-based firm managing $5 billion worth of client assets. The deal, which ...

Creative Planning has completed the acquisition of a $1.3 billion registered investment advisor firm, marking its tenth acquisition in two years, it said Tuesday. The Overland Park, Kan.-based ...

The RIA giant Creative Planning is acquiring SageView Advisory Group in a deal set to bolster its expertise in retirement planning and more than double its assets under management. Overland Park, ...