Creative Planning Acquires Rockbridge Investment Management
Creative Planning (“Creative Planning”) announced, on November 4, 2026, that it had acquired Rockbridge Investment Management (“Rockbridge Investment Management”). The deal, which closed on November 2, 2026, added 23 employees to Creative Planning. Further terms of the deal were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment advisor that provides clients with retirement planning, estate planning, trust and tax advisory, and family office services. Creative Planning oversees approximately $780 billion in client assets.
Rockbridge Investment Management, based in Syracuse, New York, is a registered investment advisor that provides financial, investment, estate, and insurance planning services to its clients. Rockbridge Investment Management oversees approximately $2.2 billion in client assets.
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