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October 03, 2023 at 03:45 PM
Creative Planning says it is acquiring Kistler-Tiffany Advisors.
Kistler-Tiffany Advisors, based in Berwyn, Pennsylvania, has seven financial advisors and $1.38 billion of assets under management. A key focus area is on business succession planning for high-net-worth clients and their privately held enterprises.
“Their commitment to nurturing relationships and leveraging creative talents aligns with our client-centric philosophy,” said Peter Mallouk, Creative Planning’s CEO.
The acquired group’s “unparalleled expertise in wealth management, estate planning and business succession, combined with their dedication to personalization, perfectly complements our mission of delivering holistic financial solutions,” Mallouk added.
As of July 1, Creative Planning’s AUM topped $245 billion. The firm, based in Overland Park, Kansas, manages about $110 billion for private clients and the remainder for retirement plans and institutional clients. In late August, the RIA struck a deal with Goldman Sachs to buy the former United Capital wealth business, which includes about $29 billion in assets under supervision, from the bank.
