Creative Planning Expands Its Reach with Acquisition of Mosaic Pacific in Hawaii

Creative Planning, one of the largest independent registered investment advisors (RIAs) in the United States, has made headlines with its latest acquisition of Mosaic Pacific, a respected financial advisory firm operating primarily in Hawaii. This strategic move, finalized on June 30, 2025, brings approximately $430 million in assets under management to Creative Planning, further solidifying its presence in the Pacific region.

About Mosaic Pacific

Founded in 2014, Mosaic Pacific was established with the core vision of providing a holistic financial advisory service that goes beyond traditional investment management. The firm's name symbolizes its mission of piecing together various elements of each client’s financial situation to create a comprehensive picture. Their philosophy aligns closely with Creative Planning’s commitment to multifaceted and client-centric service.

According to Peter Mallouk, President and CEO of Creative Planning, the firm was particularly impressed by Mosaic Pacific's approach. He stated, "What impressed us most about Mosaic Pacific is their dedication to understanding each client's complete financial landscape. Their approach to wealth management mirrors our own commitment to comprehensive service. We're thrilled to welcome their talented team to Creative Planning."

A Shared Philosophy

Mosaic Pacific's Chief Investment Strategist, Cory Nakamura, echoed similar sentiments regarding the alignment of values between the two firms. He remarked, "This opportunity resonated with us because of Creative Planning's commitment to the same principles we've championed since 2014. Their Investment Committee approach and dedication to client education align perfectly with our client service philosophy. This acquisition allows us to maintain our client-focused approach while bringing our clients additional resources and services."

Both firms recognize that this acquisition is about much more than just financial numbers; it's about operational synergies and a cultural fit that benefits clients and teams alike. Nakamura added, "The people at Creative Planning made all the difference. Every department we spoke with during our evaluation process demonstrated the same down-to-earth approach that we knew would resonate with both our team and our clients."

Growth Strategy

Creative Planning's acquisition of Mosaic Pacific is not an isolated event; it marks the thirteenth acquisition for the firm in just two years. This ongoing strategy highlights Creative Planning’s ambition to broaden its geographic footprint as well as enhance its wealth management capabilities.

The strategic integration of Mosaic Pacific’s team will not only diversify Creative Planning’s offerings but also enable their clients to benefit from a more extensive range of specialized expertise and services. With this acquisition, Creative Planning is better positioned to meet the unique financial needs of clients, particularly those in Hawaii, where Mosaic Pacific has built a solid reputation.

Creative Planning at a Glance

Creative Planning, LLC is known for its independent wealth management services that encompass various aspects of financial planning, including investment management, retirement planning, estate planning, tax planning, and trust services for both individuals and institutions. As of June 30, 2025, Creative Planning and its affiliates manage in excess of $370 billion across all 50 states and 90 countries.

The company aims to provide a financial planning-led investment management approach, ensuring that clients receive tailored support that meets their unique circumstances. With a strong commitment to enhancing individual financial futures, the firm looks to continue its upward trajectory in the financial advisory industry, driven by both strategic acquisitions and client-focused service delivery.

In conclusion, the acquisition of Mosaic Pacific signifies not only a remarkable growth opportunity for Creative Planning but also a commitment to offering more to its clients in terms of depth, breadth, and quality of service. As the firm integrates Mosaic Pacific’s expertise into its own, clients can expect even more comprehensive support for their financial journeys.