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

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, ...

In the news release, Creative Planning Acquires Marshall Financial Group, Grows AUM by $900 Million, issued 09-Dec-2025 by Creative Planning, LLC over PR Newswire, we are advised by the company that ...

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

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

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 ...

Creative Planning has acquired registered investment advisor Burt Wealth Advisors, adding $1 billion in assets under ...

Mega-RIA Creative Planning and Chicago-based Waverly have also gained additional scale with hefty acquisitions.

The acquisition is the latest in a string of deals by Creative Planning aimed at growing their assets under management.

Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and retirement, as it advocates for ...

What Happened? Shares of financial services company Triumph Financial (NASDAQ:TFIN) jumped 7% in the afternoon session after ...

NongHyup Financial Group announced that it held the '2025 NH IT Innovation Awards' at the main auditorium of its headquarters in Seodaemun, Seoul, on ...