ria

Creative Planning

OVERLAND PARK, KS

CRD: 105348

In network coverage since September 16, 2026 · 16+ stories

$296BRegulatory AUMSEC Form ADV · Oct 17

1,650EmployeesForm ADV

6Deals on our tracker

Regulatory AUM · Aug 16 – Oct 17

Deal recordFull tracker →

Sep 21, 26Deal announcedRVK Inc. — coverage

Sep 16, 26Deal closedRVK Inc. — coverage

Sep 14, 26Deal announcedRVK Inc. — coverage

Aug 18, 26Deal closedMarshall Financial Group — coverage

Network coverage

M&A

Deal lawyer Corey Kupfer predicts an RIA IPO within two years

Mercer Advisors refinanced $1.9 billion of private debt and Beacon Pointe closed a $1.2 billion raise, capital Kupfer links to the push toward a listing.

M&A · Oct 20Wealthspire's Ground Control acquires London-based Atlantic Swiss, a $1 billion wealth manager

advisor_note · Oct 9Goldman Sachs COO John Waldron could become CEO in January, RIABiz reports

move · Oct 8Goldman COO John Waldron could become chief executive in January, RIABiz says

RIA · Oct 8Goldman's John Waldron could replace David Solomon as CEO as early as January

RIA · Oct 6Creative Planning hires Ovi Vitas as chief marketing officer

Features · Sep 26The rollup market now prices the operating layer

The Close · Sep 25The scarce input in consolidation is now the executive bench

RIA · Sep 24Creative Planning's 1,000 partners are the real acquisition strategy

The Close · Sep 21Convergence is buying the top of the market, not the middle

Data · Sep 20RIA deal announcements have outrun the capacity to close

The Close · Sep 17The next M&A multiple is a refill rate

RIA · Sep 17House hands ESOP fiduciaries a valuation safe harbor, 401-14

policy · Sep 17The House just wrote the ESOP valuation rule the DOL never issued

M&A · Sep 17Apella's 18th deal shows the roll-up metric is now cadence

M&A · Sep 16Mallouk buys the gatekeeper seat and leaves the RIA war chest shut