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Wednesday, August 19, 2026The Morning Brief →Sign in
ria

Creative Planning

OVERLAND PARK, KS
CRD: 105348
In PWD coverage since August 14, 2026 · 2 stories
$296BRegulatory AUMSEC Form ADV · Aug 15
1,650EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Aug 18, 26Deal closedMarshall Financial Group — coverage
PWD coverage
exit

A seller's emotions can make or break an RIA deal

DeVoe & Company and Allworth Financial examine the emotional barriers to selling, using Marshall Financial Group's sale to Creative Planning as a case study.
RIA · Aug 14Schwab targets $1 trillion in self-directed assets for its RIA
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