Creative Planning Acquires SBSB
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OVERLAND PARK, Kan., May 4, 2021 /PRNewswire/ Creative Planning Inc. ( Creative Planning ), one of the nation s largest Registered Investment Advisers ( RIA ), today announced the acquisition of Sullivan, Bruyette, Speros & Blayney, LLC ( SBSB ), with over $5 billion in assets under management. SBSB is, by far, our most impactful acquisition to date, in terms of bringing on a large pool of experienced talent, said Creative Planning Chief Executive Officer Peter Mallouk. With SBSB joining our team in the DC metropolitan area, which already works with over 1,000 clients in the area, we are on our way to emerging as the leader in the region.
Pioneering RIA acquired by Creative Planning
The purchase of Sullivan Bruyette Speros & Blayney will add $5 billion in AUM to the $76 billion firm.
May 4, 2021
Creative Planning Inc., an Overland Park, Kansas-based registered investment adviser managing more than $76 billion, has acquired Sullivan Bruyette Speros & Blayney, a pioneering RIA based in McLean, Virginia, that manages $5 billion.
SBSB was formed in 1991 and now has more than 60 employees. Terms of the acquisition were not disclosed.
Creative Planning Offers Equity to 86 Employees
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OVERLAND PARK, Kan., March 9, 2021 /PRNewswire/ Creative Planning Inc. ( Creative Planning ), one of the nation s largest Registered Investment Advisers ( RIA ), today announced that it has opened up equity in the company to its employees, offering initial partnerships to 86 people, or roughly 10% of its workforce. The company plans to continue to offer equity to eligible employees and as part of future acquisitions. We have an incredibly dedicated team who have been instrumental in helping us grow our business over this past year, said Chief Executive Officer Peter Mallouk. In many ways, we feel like we are just getting started, and I look forward to sharing the journey with my new partners.
Creative Planning Acquires Retirement Plan Division of IRON Financial
Illinois-Based Investment Management Firm Has a Total of $6 Billion in AUM
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OVERLAND PARK, Kan., Feb. 4, 2021 /PRNewswire/ Creative Planning Inc. ( Creative Planning ), one of the nation s largest Registered Investment Advisers ( RIA ), today announced the acquisition of the retirement division of Northbrook, Ill-based IRON Financial, which has a total of $6 billion in assets under management. We are excited to bring the IRON Financial retirement division into our fold, said Creative Planning Chief Executive Officer Peter Mallouk. IRON Financial is a well-established firm with an innovative approach that aligns perfectly with our values and vision.