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FUNDRAISING NEWS | January 07, 2025

Creative Planning Acquires $1.3B Wisconsin RIA Kowal

Tags: RIA, Mergers / Acquisitions

Creative Planning announced that it has acquired Brookfield, WI-based Kowal Investment Group, a 20-person team managing over $1.3B in client assets. 

Led by President Aaron Kowal, the firm and its 11 advisors joined Creative Planning in a deal that closed on December 21 of last year. The transaction is Creative Planning’s 10th acquisition in the past two years and follows on its November acquisition of $550M Kansas RIA Edmonds Duncan, as previously reported by Dakota. Houlihan Lokey acted as financial advisor to Kowal in the transaction. 

As of September 30, 2024, Creative Planning said it and its subsidiaries manage over $345B in combined AUM and AUA across 50 states and 90 countries. 

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Written By: Dakota

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