Question 1

What does Creative Planning do?

Accepted Answer

Creative Planning is exclusive because their strategy for designing your investment portfolio is different.

Question 2

In what sectors does Creative Planning operate?

Accepted Answer

Creative Planning operates in Consulting, Financial Services.

Question 3

How many companies has Creative Planning acquired?

Accepted Answer

Creative Planning has made 45 acquisitions between 2019-2026, with a total disclosed deal value of $3.02B.

Question 4

How many acquisitions does Creative Planning make in a year?

Accepted Answer

Over the last 5 years, Creative Planning has made about 6.6 acquisitions per year.

Question 5

What companies are owned by Creative Planning?

Accepted Answer

Companies acquired by Creative Planning include RVK, Lovell Insurance Group, Markham Norton Mosteller Wright & Company, Duncan & Haley, Baseline Wealth Management, MASECO, Marshall Financial Group, Burt Wealth Advisors, and 37 more.

Question 6

What are Creative Planning's major acquisitions?

Accepted Answer

Creative Planning's largest acquisitions include Resource Management ($1.9B, 2022), Telarray ($1B, 2023), Coe Financial Services ($126M, 2020).

Question 7

What is Creative Planning's largest acquisition?

Accepted Answer

Creative Planning's largest disclosed acquisition is Resource Management for $1.9B (2022).

Question 8

What was Creative Planning's first acquisition?

Accepted Answer

Creative Planning's first recorded acquisition was The Johnston Group in 2019.

Question 9

What was Creative Planning's most recent acquisition?

Accepted Answer

Creative Planning's most recent acquisition is RVK, announced September 2026.

Question 10

What is the average deal size for Creative Planning acquisitions?

Accepted Answer

The average disclosed deal size for Creative Planning acquisitions is $1B.

Question 11

What is the median deal size for Creative Planning acquisitions?

Accepted Answer

The median disclosed deal size for Creative Planning acquisitions is $1B. The median is often lower than the average because a few very large deals pull the average up.

Question 12

How much has Creative Planning spent on acquisitions?

Accepted Answer

Creative Planning has spent at least $3.02B across its disclosed acquisitions (of 45 total deals; some prices are undisclosed).

Question 13

Which sector has Creative Planning spent the most on?

Accepted Answer

Creative Planning has committed the most disclosed capital to Employee Benefits companies — about $1.9B across its deals in that sector.

Question 14

What sectors does Creative Planning usually acquire in?

Accepted Answer

Creative Planning most frequently acquires companies in Financial Services, Wealth Management, Finance.

Question 15

In which sector has Creative Planning made the most acquisitions?

Accepted Answer

Creative Planning has made the most acquisitions in the Financial Services sector.

Question 16

In which year did Creative Planning make the most acquisitions?

Accepted Answer

Creative Planning made the most acquisitions in 2022, with 13 deals.

Organization Name	Funding Type			Lead Investor Names	Investor Names		Funding Stage		Org Industries	Org Hq City	Org Hq Country	Org Description		Org Number Of Employees		Org Website

Acquiree Name			Acquirer Name	Acquisition Type	Acquisition Terms	Acquiree Industries	Acquiree Hq City	Acquiree Hq Country	Acquiree Description		Acquiree Number Of Employees	Acquirer Industries	Acquirer Hq Country	Acquirer Number Of Employees	Acquirer Ipo Status		Acquiree Website
RVK	—	2026-09-15	Creative Planning	acquisition	—	Construction Document Management Geospatial	Kehl	Germany	RVK specializes in surveying, geoinformatics, construction, …	1999-01-01	1-10	Consulting Financial Services	United States	1001-5000	Private	43	www.rvk-web.de
Lovell Insurance Group	—	2026-07-14	Creative Planning	acquisition	—	Financial Services Insurance Property Insurance	Lees Summit	United States	Lovell Insurance Group offers property and casualty insuranc…	2017-01-01	1-10	Consulting Financial Services	United States	1001-5000	Private	43	www.lovellinsurance.com
Markham Norton Mosteller Wright & Company	—	2026-06-16	Creative Planning	Acquisition	—	Accounting Consulting Taxi Service	Fort Myers	United States	Markham Norton Mosteller Wright and Company is an accounting…	1979-01-01	11-50	Consulting Financial Services	United States	1001-5000	Private	43	www.markham-norton.com/
Duncan & Haley	—	2026-03-12	Creative Planning	Acquisition	—	Asset Management Consulting Employee Benefits Financial Services	Seattle	United States	Duncan & Haley is an independent financial firm that provide…	—	1-10	Consulting Financial Services	United States	1001-5000	Private	43	www.duncanhaley.com/
Baseline Wealth Management	—	2026-01-13	Creative Planning	Acquisition	—	Finance Transaction Processing Wealth Management	Geneva	Switzerland	Independent Swiss wealth manager offering bespoke investment…	2010-01-01	11-50	Consulting Financial Services	United States	1001-5000	Private	43	baselinewealth.com/

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Creative Planning

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Creative Planning Acquisitions

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