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/PRNewswire/ -- Creative Planning, one of the largest Registered Investment Advisors ("RIA") in the country, led by CEO Peter Mallouk, has acquired CPA and...
/PRNewswire/ -- BerganKDV, led by CEO Dave Hinnenkamp, has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisors ("RIA")...
The combination brings 600 new employees and $2.5 billion in client assets to Creative Planning, creating a business-focused division within the firm.
Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm.
CEO Peter Mallouk says more growth is on the way for his firm after the private equity-backed company unveiled its second billion-dollar deal of the year.