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Creative Planning Acquires Heritage Way Advisors

Published: April 8, 2022

/PRNewswire/ -- Heritage Way Advisors (Heritage Way) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in...

Source: prnewswire.com

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United StatesGary OllmannPeter MalloukCraig DietelIllinois Based Wealth Management FirmDevoe CoCreative PlanningIllinois Based Wealth Management Firm ManagesWay AdvisorsHeritage WayRegistered Investment AdvisersCreative Planning PresidentManaging Partner

Creative Planning Announces 3 More RIA Deals

Published: April 8, 2022

The latest announced acquisition for the firm is Illinois-based Heritage Way Advisors with $450 million in AUM.

Source: thinkadvisor.com

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New YorkUnited StatesOverland ParkDes PeresEmery HowardGary OllmannPeter MalloukDoman GroupDevoe CoWhat You NeedHeritage Way AdvisorsHatton ConsultingResource ManagementIllinois Based Heritage Way AdvisorsPhoenix Based Hatton ConsultingNew Orleans Based Resource ManagementHeritage WayCreative PlanningNew York CityMissouri Based Paradigm Financial Advisors