Creative Planning Acquires $755M AUM Ferris Capital
Creative Planning’s latest acquisition brings it to the Boston area, continues firm’s explosive growth
Source: wealthmanagement.com
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Creative Planning’s latest acquisition brings it to the Boston area, continues firm’s explosive growth
With the acquisition, Creative Planning manages or advises on $225 billion in assets across all 50 states.
/PRNewswire/ -- Ferris Capital, LLC has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country....