Creative Planning Acquires Ferris Capital
06/01/22, 2:10 PM
Industry
financial services
financial services
Ferris Capital, LLC has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Ferris Capital, which has $755 million in AUM, prides itself on its principles of trust and client service at every level as to be an indispensable resource and advocate to their clients for generations to come.
Company Info
Company info
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages over $100 billion in assets across all 50 states and 65 countries, as of November 3, 2021.