The acquisition of Burt Wealth Advisors is expected to expand Creative Planning’s presence and increase its AUM.

The acquisition is the latest in a string of deals by Creative Planning aimed at growing their assets under management.

Creative Planning, the Kansas City, Kan.–based independent registered investment advisor run by founder and CEO Peter Mallouk, has acquired Mesirow’s corporate retirement advisory services business, ...

The investment was made through the private equity arm of TPG’s U.S. and European platform. Creative Planning LLC, an independent wealth management firm, announced Tuesday that TPG (Tarrant Capital IP ...

SageView Advisory Group, an independent registered advisory firm, is being acquired by Creative Planning LLC, an independent wealth management firm. The price was not disclosed. The newly combined ...