On September 9, 2025, Creative Planning announced its acquisition of Grassi Investment Management.
Creative Planning announced on September 9, 2025, that it acquired Grassi Investment Management (“Grassi”) in a transaction that closed on August 28, 2025. Under the terms of the deal, five professionals from Grassi will join Creative Planning. Further terms of the transaction were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment advisor that provides financial planning, investment management and retirement planning services. Creative Planning has approximately $370 billion in assets under management.
Grassi, based in Santa Clara, California, is a registered investment advisor offering financial advice, wealth management, and capital preservation services. Grassi has approximately $1.3 billion in assets under management. Decerno Advisors acted as financial advisor to Grassi.
To read the press release: please click here.