How many acquisitions has Creative Planning made so far?

Creative Planning has completed 36 acquisitions so far.

Which countries does Creative Planning usually acquire in?

Creative Planning has made acquisitions in 3 countries with the most activity in United States and United Kingdom.

Which sectors does Creative Planning target for acquisitions?

Most of Creative Planning's acquisitions are in Asset Management (27) and Services for Investment Industry (2).

List of 36 Acquisitions by Creative Planning (Jul 2026)

Q: Which is Creative Planning's latest acquisition?

Creative Planning's most recent acquisition is Lovell Group, a Provider of commercial insurance solutions, including property, casualty, and risk management, acquired in July 2026.

Creative Planning has made a total of 36 acquisitions. The company operates across four sectors: Asset Management, Services for Investment Industry, Insurance Distribution, and one unspecified sector. Its acquisitions span three countries: United States, United Kingdom, and Switzerland. Peak activity occurred in 2020 with 8 acquisitions, 2022 with 7 acquisitions, and 2026 with 4 acquisitions. The average acquisition count from 2020–2025 is 4, and the count for the current year is 4. The most recent acquisition, completed in July 2026, is Lovell Group, a Lee's Summit-based provider of commercial insurance solutions, including property, casualty, and risk management, founded in 2017.

Here's the year on year acquisition history of Creative Planning:

Number of Total Acquisitions

Year	# Acquisitions
2026	4
2025	3
2024	2
2023	4
2022	7
2021	4
2020	8
2019	4

View all Acquisitions by Creative Planning

Recent acquisitions by Creative Planning

Creative Planning's most recent acquisition - Lovell Group is a Provider of commercial insurance solutions, including property, casualty, and risk management, founded in 2017 and located in Lee's Summit. Creative Planning acquired it in July 2026 for a price of $*****.

Here is the list of all acquisitions by Creative Planning sorted by the latest acquisition date:

Acquired on	Acquired Company	Acquisition Price	Facilitators	Stake Acquired	Acquisition Multiple
Jul 14, 2026	Lovell Group	niah	twup	45	134
Mar 26, 2026	Maseco Private Wealth	cawx	hrgv	32	934
Mar 12, 2026	Duncan Haley	yxwy	ptks	98	551
Jan 13, 2026	Baseline Wealth	xlhq	gyty	72	685
Oct 09, 2025	SageView Advisory Group	kqjl	wuv{	90	410