Creative Planning acquires US registered investment advisor Burt Wealth

Core Insights - Creative Planning, a US-based wealth management firm, has acquired Burt Wealth Advisors, marking its 15th acquisition in two years and adding $1 billion in assets under management (AUM) to its portfolio [1][4] Company Overview - Burt Wealth Advisors, established in 1985, specializes in financial planning services such as retirement planning, tax strategies, education funding, estate planning, and business planning [1] - The firm also offers portfolio and investment management, along with support for wealth transfer, estate, and charitable planning [2] Client Benefits - Burt Wealth's leadership emphasized that joining Creative Planning allows clients to access a comprehensive suite of services while maintaining the personal touch that has characterized Burt Wealth since its inception [3] - Both firms prioritize client interests, long-term relationships, and a collaborative environment for advisors [3] Creative Planning's Scale - Creative Planning manages and advises on over $390 billion in assets across all 50 states and 90 countries as of September 30, 2025 [4] - The firm provides a wide range of services, including investment management, retirement planning, trust services, tax planning, and family office solutions [4] Leadership Statements - Peter Mallouk, president and CEO of Creative Planning, expressed enthusiasm about the acquisition, highlighting Burt Wealth's experience and commitment to client-first values as aligning with Creative Planning's vision [5]