Creative Planning Acquires Telarray Advisors
03/07/23, 2:03 PM
Industry
financial services
Telarray Advisors (Telarray) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Telarray has $1 Billion in AUM and brings 18 new employees into the Creative Planning fold.
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.