On January 18, 2022, Creative Planning Inc. announced it had acquired Reilly Financial Advisors.
Under the terms of the transaction Creative Planning Inc. (“Creative Planning”) acquired Reilly Financial Advisors (“Reilly”). Terms of the deal were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment adviser specializing in family office and estate planning services. Creative Planning serves both individual and institutional clients.
Reilly, based in La Mesa, California, is a wealth management firm offering a range of financial planning services. Reilly has over $2 billion in assets under management. Republic Capital Group acted as exclusive investment banking advisor to Reilly on the deal.
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