2026

OVERLAND PARK, Kan., September 17, 2026 – Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), proudly announces that 11 of its wealth managers have been recognized on the 2026 Barron’s Top 100 Independent Advisors list. The Creative Planning advisors recognized this year are: “Barron’s recognition of our advisors is … Read more

OVERLAND PARK, Kan., and PORTLAND, Ore., Sept 15, 2026 — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced a definitive acquisition agreement for RVK, Inc. (RVK), a leading institutional investment consulting firm headquartered in Portland, Oregon. The acquisition will significantly expand assets under advisement and investment consulting capabilities. RVK advises … Read more

OVERLAND PARK, Kan., Aug. 13, 2026 — Creative Planning, one of the nation’s leading independent registered investment advisory firms, today announced a strategic collaboration with Catalis to modernize the Mississippi Affordable College Savings (MACS) Plan. As the MACS Plan’s new investment manager, Creative Planning brings more than 40 years of institutional investment expertise to the … Read more

OVERLAND PARK, Kan., August 11, 2026 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), is excited to announce that 24 of its wealth advisors have been named to the Forbes Best-in-State Next-Gen Wealth Advisors list for 2026. This honor showcases emerging leaders whose commitment to excellence is helping define … Read more

Creative Planning President and CEO Peter Mallouk sat down with CNBC’s Power Lunch to discuss AI’s impact on the Magnificent 7, what persistent inflation means for consumer spending and why diversification remains the most reliable path to long-term growth and lower risk.

OVERLAND PARK, Kan. — July 14, 2026 — Creative Planning, one of the nation’s leading registered investment advisory firms, today announced the acquisition of Lovell Insurance Group, a respected commercial insurance brokerage known for its expertise in complex commercial insurance, surety and risk management solutions. As part of the transaction, John Lovell, Mike Pernice and … Read more

OVERLAND PARK, Kan. — June 24, 2026 — Creative Planning, one of the nation’s largest independent registered investment advisor (RIA) firms, today announced its inclusion on Worth Magazine’s (Worth) list of Top RIA Firms for 2026, a recognition highlighting advisory firms that demonstrate excellence in wealth management, comprehensive financial planning and client service. The annual … Read more

OVERLAND PARK, Kan., June 16, 2026 — Creative Planning, one of the nation’s largest independent registered investment advisors (RIAs), today announced that it has entered into an agreement to acquire MarkhamNorton Accountants+Advisors (MarkhamNorton), a leading Southwest Florida accounting and advisory firm. The transaction is expected to close on July 1, 2026. Founded more than 45 … Read more