Creative Planning acquires $320 million RIA

Creative Planning, an Overland Park, Kansas-based registered investment adviser that manages more than $76 billion, has acquired Castle Wealth Advisors, which manages $320 million in assets.

Castle, founded in 1973 by Gary Pittsford, the first president of the National Association of Personal Financial Advisors, is the oldest fee-only financial adviser in Indiana. The firm has offices in Indianapolis and Naperville, Illinois.

[More: Creative Planning doubles retirement plan assets with $6 billion deal]

The post Creative Planning acquires $320 million RIA appeared first on InvestmentNews.

As our second lead editor, Cindy Hamilton covers health, fitness and other wellness topics. She is also instrumental in making sure the content on the site is clear and accurate for our readers. Cindy received a BA and an MA from NYU.

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