On July 15, 2025, Creative Planning announced its acquisition of Mosaic Pacific.
Creative Planning announced on July 15, 2025, that it acquired Mosaic Pacific in a transaction that closed on June 30, 2025. Under the terms of the deal, Mosaic Pacific will continue working with its same clients. 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. As of December, 2024, Creative Planning had approximately $370 billion in assets under management.
Mosaic Pacific, based in Honolulu, Hawaii, is a registered investment advisor specializing in financial planning, portfolio construction, retirement solutions, and advisory services for high-net-worth individuals and small businesses. As of June 2025, Mosaic Pacific had approximately $430 million in assets under management.
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