Creative Planning Acquires Reilly Financial Advisors
01/18/22, 2:36 PM
Industry
financial services
Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Reilly Financial Advisors (Reilly), which has a total of over $2B in assets under management.
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.