Creative Planning adds to its international division with the addition of Baseline Wealth, giving it a presence in Geneva and Zurich and $1 billion in AUM.

The acquisition of Baseline Wealth Management adds $1 billion in assets.

Creative Planning offers comprehensive wealth management, custom portfolios and specialized services for the ultrawealthy.

Creative Planning, the $345 billion registered investment advisor led by Peter Mallouk, has acquired Maxwell Wealth Strategies, a Pleasanton, Calif.-based RIA with about $290 million in client assets.

OVERLAND PARK, Kan., Jan. 13, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Baseline Wealth Management ...

TPG Capital, a global alternative asset management firm, has revealed it's making a strategic minority investment in Creative Planning, the top-ranked RIA headed by industry veteran Peter Mallouk.

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OVERLAND PARK, Kan. & SAN FRANCISCO--(BUSINESS WIRE)-- Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading global ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Creative Planning added a ...

The RIA giant Creative Planning is acquiring SageView Advisory Group in a deal set to bolster its expertise in retirement planning and more than double its assets under management. Processing Content ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Creative Planning, an Overland Park, Kan.-based registered investment advisor with about ...

The issuer is solely responsible for the content of this announcement. OVERLAND PARK, Kan., Jan. 13, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors ...