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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Creative Planning

OVERLAND PARK, KS
CRD: 105348
In network coverage since September 16, 2026 · 16+ stories
$296BRegulatory AUMSEC Form ADV · Oct 24
1,650EmployeesForm ADV
6Deals on our tracker
Regulatory AUM · Aug 16 – Oct 24
Deal recordFull tracker →
Sep 21, 26Deal announcedRVK Inc. — coverage
Sep 16, 26Deal closedRVK Inc. — coverage
Sep 14, 26Deal announcedRVK Inc. — coverage
Sep 14, 26Deal announcedRVK Inc. — coverage
Sep 14, 26Deal announcedRVK Inc. — coverage
Aug 18, 26Deal closedMarshall Financial Group — coverage
Network coverage
M&A

Lido co-CEO floats cross-border wealth deals for $42.5B RIA

Stern named the Middle East, Europe, Asia and Mexico City as options; Creative Planning, Corient and Wealthspire have already made such deals.
M&A · Oct 22Deal lawyer Corey Kupfer predicts an RIA IPO within two years
M&A · Oct 20Wealthspire's Ground Control acquires London-based Atlantic Swiss, a $1 billion wealth manager
Recruiting & transitions · Oct 8Goldman COO John Waldron could become chief executive in January, RIABiz says
RIA · Oct 8Goldman's John Waldron could replace David Solomon as CEO as early as January
RIA · Oct 6Creative Planning hires Ovi Vitas as chief marketing officer
Features · Sep 26The rollup market now prices the operating layer
The Close · Sep 25The scarce input in consolidation is now the executive bench
RIA · Sep 24Creative Planning's 1,000 partners are the real acquisition strategy
The Close · Sep 21Convergence is buying the top of the market, not the middle
Data · Sep 20RIA deal announcements have outrun the capacity to close
The Close · Sep 17The next M&A multiple is a refill rate
RIA · Sep 17House hands ESOP fiduciaries a valuation safe harbor, 401-14
Policy & ERISA · Sep 17The House just wrote the ESOP valuation rule the DOL never issued
M&A · Sep 17Apella's 18th deal shows the roll-up metric is now cadence
M&A · Sep 16Mallouk buys the gatekeeper seat and leaves the RIA war chest shut
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