Home >

Knowledge and Insight > M&A Issues

Creative Planning Expands With Acquisition

Samuel Steinberger | WealthManagement.com, February 2019

Read the article online >

Summary: Creative Planning is acquiring Minneapolis-based The Johnston Group, a regional registered investment advisor with more than $500 million in assets under management, the company announced today. It is the first acquisition for the Overland Park, Kan.-based RIA, marking a shift from relying on referral-based growth to incorporating acquisitions.

< Previous Article

Beware of Hidden Costs in M&A Deals

Next Article >

RIA buyers challenge private equity for deal dominance

comments

Be the first to comment on this Article

Blog Update Signup Banner

Want to buy an RIA practice?

RELATED ITEMS

The Changing Nature of M&A in the RIA Space

Added on November 2024 in M&A Issues

Before M&A, consider 'process and culture'

Added on November 2024 in M&A Issues

How To Sell Your RIA To Grow Your RIA

Added on October 2024 in M&A Issues

RIA M&A market remains red hot, says Dynasty Financial CEO

Added on October 2024 in M&A Issues

How I'm Setting Up Generation Alpha for Financial Success

Added on April 2024 in M&A Issues

In the RIA Match store

Investment Advisor's Guide to Finance

Investment Advisor's Guide to Finance
Price: $0.00

Positioning Your Firm for a Sale

Positioning Your Firm for a Sale
Price: $0.00

Hiring & Retaining Top Talent for Growth

Hiring & Retaining Top Talent for Growth
Price: $0.00

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?