Tag : Peter Mallouk

Creative Planning to Acquire RVK, Expanding Its Institutional Investment Consulting Capabilities
Finance Investment Services News

Creative Planning to Acquire RVK, Expanding Its Institutional Investment Consulting Capabilities

PR Newswire
by PR Newswire0
Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced a definitive acquisition agreement for RVK, Inc. (RVK), a leading institutional investment consulting firm headquartered in Portland, Oregon. The acquisition will significantly expand assets under advisement and investment consulting capabilities. RVK advises just over 200 institutional clients with......
Creative Planning Acquires Duncan & Haley, Adds $660 Million in AUM
Finance Investments News

Creative Planning Acquires Duncan & Haley, Adds $660 Million in AUM

PR Newswire
by PR Newswire0
Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced it has acquired Duncan & Haley, Ltd. (Duncan & Haley), an established RIA in Seattle, Washington. The acquisition adds $660 million in assets under management to Creative Planning. “Duncan & Haley has long shared our belief that integrating......
Creative Planning Expands California Operations With Grassi Investment Management Acquisition
Investments News

Creative Planning Expands California Operations With Grassi Investment Management Acquisition

PR Newswire
by PR Newswire0
Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced the acquisition of Grassi Investment Management, a distinguished wealth management firm located in Santa Clara, California. The transaction was completed on August 28, 2025, adding five experienced professionals to Creative Planning’s expanding team and approximately $1.3 billion in assets under management.......
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