Creative Planning, an Overland Park, Kan.-based RIA, has acquired OptiFour, an RIA firm located in McLean, Va., outside Washington, D.C.
OptiFour, founded in 1997, custodies its $400 million in assets under management at Schwab and Fidelity.
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In the acquisition, terms of which were not disclosed, Creative Planning was represented by Republic Capital Group, and OptiFour was represented by DeVoe & Company.
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