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Creative Planning

OVERLAND PARK, KS

CRD: 105348

In PWD coverage since September 15, 2026 · 16+ stories

$296BRegulatory AUMSEC Form ADV · Oct 3

1,650EmployeesForm ADV

6Deals on our tracker

Regulatory AUM · Aug 16 – Oct 3

Deal recordFull tracker →

Sep 21, 26Deal announcedRVK Inc. — coverage

Sep 16, 26Deal closedRVK Inc. — coverage

Sep 14, 26Deal announcedRVK Inc. — coverage

Sep 14, 26Deal announcedRVK Inc. — coverage

Sep 14, 26Deal announcedRVK Inc. — coverage

Aug 18, 26Deal closedMarshall Financial Group — coverage

PWD coverage

RIA

Creative Planning hires Ovi Vitas as chief marketing officer

He joins the $780 billion Overland Park RIA from AmeriLife and succeeds Nick Jacobson, who left in August.

Features · Sep 26The rollup market now prices the operating layer

The Close · Sep 25The scarce input in consolidation is now the executive bench

RIA · Sep 24Creative Planning's 1,000 partners are the real acquisition strategy

The Close · Sep 21Convergence is buying the top of the market, not the middle

Data · Sep 20RIA deal announcements have outrun the capacity to close

The Close · Sep 17The next M&A multiple is a refill rate

RIA · Sep 17House hands ESOP fiduciaries a valuation safe harbor, 401-14

policy · Sep 17The House just wrote the ESOP valuation rule the DOL never issued

M&A · Sep 17Apella's 18th deal shows the roll-up metric is now cadence

M&A · Sep 16Mallouk buys the gatekeeper seat and leaves the RIA war chest shut

the_wrap · Sep 16Creative Planning Now Owns the Consultant Search

The Close · Sep 15The private-markets label now costs 40% of the flow

Deals & PE · Sep 15The premium has moved from the book to the gatekeeper

advisers · Sep 15RVK's institutional seats are the asset Creative Planning bought

M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book