OVERLAND PARK, Kan. & SAN FRANCISCO--(BUSINESS WIRE)-- Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading global ...

TPG Capital, a global alternative asset management firm, has revealed it's making a strategic minority investment in Creative Planning, the top-ranked RIA headed by industry veteran Peter Mallouk.

Creative Planning, the $345 billion AUM RIA consolidator, has officially kicked off its 2025 deal season by welcoming an experienced planning team in California. On Tuesday, the Overland Park, ...

It’s official. Creative Planning has agreed to acquire SageView Advisory Group, a large addition to its institutional advice business that will create a combined firm advising on $640 billion in ...

Ramesh Poola's journey from engineer to financial ... Ramesh Poola's journey from engineer to financial ... In the evolving financial advisory world, Creative Planning stands as a beacon of growth and ...

Creative Planning, the Kansas City, Kan.–based independent registered investment advisor run by founder and CEO Peter Mallouk, has acquired Mesirow’s corporate retirement advisory services business, ...

Creative Planning, the Overland Park, Kan.-based registered investment advisor with more than $370 billion in assets under management and advisement, has agreed to acquire SageView Advisory Group, a ...

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, ...