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FUNDRAISING NEWS | April 05, 2024

Creative Planning Acquires $2.2B Austin RIA

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Creative Planning has acquired ML&R Wealth Management, a move that marks its first deal of the year. ML&R Wealth Management manages $2.2 billion in assets for a diverse clientele, including individuals, families, businesses, and nonprofits. 

The acquisition brings 18 new employees to Creative Planning, enriching its team with six additional advisors. ML&R’s operates out of Austin and Round Rock, expanding Creative Planning's geographic footprint. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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