On November 12, 2024, Creative Planning, LLC announced its acquisition of Edmonds Duncan Registered Investment Advisors, LLC.
Creative Planning, LLC (“Creative Planning”) announced, on November 12, 2024, its acquisition of Edmonds Duncan Registered Investment Advisors, LLC (“Edmonds Duncan”). Six Edmonds Duncan employees, including founders Jason Edmonds and Don Duncan, will join Creative Planning as part of the transaction. Further terms of the transaction were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment advisor specializing in family office and estate planning services serving both individual and institutional clients. As of November 2024, Creative Planning had $175.2 billion in regulatory assets under management.
Edmonds Duncan, based in Lawrence, Kansas, is a client focused, full service registered investment advisor. Edmonds Duncan had $550 million in regulatory assets under management.
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