Creative Planning Buys $460M RIA Krivoshein

Creative Planning announced the acquisition of Walla Walla, WA-based RIA Krivoshein | McDaniels Financial, comprising a six-person team managing $460M in client assets, in a deal that was closed on October 31, 2024.

Krivoshein was founded by Scott Krivoshein in 2001, who was later joined by Kim McDaniels in 2011 to create Krivoshein | McDaniels. The team was formerly affiliated with the Raymond James network, according to Krivoshein’s and McDaniels’ LinkedIn profiles.

The deal marks Creative Planning’s 11th acquisition in two years and closely follows its purchase of $1.3B AUM Kowal Investment Group of Brookfield, WI, as reported by Dakota on January 7. Creative Planning reported managing $345B in client assets as of September 30.

Kevin Geary and Brett Zaniewski of Decerno Advisors served as exclusive advisor and Katz Teller as legal counsel to Krivoshein | McDaniels in the transaction.

Written By: Dakota

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Creative Planning Buys $460M RIA Krivoshein | McDaniels

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