Creative Planning Inc., an Overland Park, Kansas-based registered investment adviser managing more than $76 billion, has acquired Sullivan Bruyette Speros & Blayney, a pioneering RIA based in McLean, Virginia, that manages $5 billion.
SBSB was formed in 1991 and now has more than 60 employees. Terms of the acquisition were not disclosed.
Wealth management is a key focus for a new service tier.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
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.
