Creative Planning Acquires Mosaic Pacific

INVESTMENT MANAGEMENT DEALS BLOG

July 30, 2025

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.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.