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Creative Planning picks up $1 billion Pennsylvania RIA

October 3, 2023

Creative Planning said Tuesday it has acquired a Pennsylvania firm, Kistler-Tiffany Advisors, with close to $1 billion in assets.

Source: investmentnews.com

October 3, 2023

With just five deals announced in 2023, Creative Planning is set to grow assets by more than $50 billion

Source: wealthmanagement.com