Creative Planning offers comprehensive wealth management, custom portfolios and specialized services for the ultrawealthy.

The acquisition of Baseline Wealth Management adds $1 billion in assets.

Meanwhile, Beacon Pointe and Elevation Point have each announced transactions involving billion-dollar-plus wealth firms with ...

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Creative Planning, the $345 billion registered investment advisor led by Peter Mallouk, has acquired Maxwell Wealth Strategies, a Pleasanton, Calif.-based RIA with about $290 million in client assets.