Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $48 billion, has acquired Starfire Investment Advisers, a Southfield, Michigan, RIA managing $530 million.
Starfire was founded 29 years ago.
The deal is Creative Planning's eighth acquisition this year, and follows last Tuesday's announcement that it had acquired another firm located in Kansas, $700 million Sunrise Advisors.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
