Kansas-based RIA Creative Planning has acquired OptiFour, a Virginia-based peer with more than $400m in assets under management (AuM), for an undisclosed sum.

Established in 1997, OptiFour offers financial planning, investment management, trust, legal and tax assistance services.

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

The company serves individuals, families, and business owners located in the Washington D.C Metro area and across the US.

OptiFour co-principal Wes Burnett said: “The financial landscape is changing quickly, and we knew it was time to align with a national firm that could best help us support the needs of our clients.

“We care deeply for our clients, many of whom have been with us for decades, and took our search very seriously.

“Creative Planning was unmatched in its ability to deliver experience and scale when it comes to offering family office services to high-net-worth individuals.”

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Set up in 1983, Creative Planning operates as an independent wealth management firm with AuM of nearly $45bn.

The company offers financial planning led investment management approach, retirement planning, estate planning, trust services and tax advice. Its service portfolio also includes family office services for individuals, 401(k) and institutional money management.

In February this year, Creative Planning snapped up Minnesota-based The Johnston Group (TJG), adding over $500m in assets to its books. The deal marked its first acquisition.

This September, Creative Planning made its second acquisition with the purchase of retirement plan provider America’s Best 401k.

The OptiFour deal marks Creative Planning’s third purchase.