#United States #Seattle #Creative Planning #Duncan Haley #$660 Million

Creative Planning Expands Its Service Portfolio with Duncan & Haley Acquisition

Creative Planning, recognized as one of the largest registered investment advisors (RIAs) in the United States, recently announced the acquisition of Duncan & Haley, Ltd., a well-established investment advisory firm based in Seattle, Washington. This significant acquisition adds approximately $660 million in assets under management (AUM) to Creative Planning's already impressive portfolio.

Creative Planning's President and CEO, Peter Mallouk, expressed enthusiasm about the merger, stating, "Duncan & Haley has long shared our belief that integrating financial services into a personalized strategy yields the best outcomes for our clients. Together, we can deliver even greater value and insights for our clients' long-term financial pursuits. We are excited to welcome them to the Creative Planning team."

Duncan & Haley, with a strong foothold in the investment advisory space, caters to a diverse clientele, providing personalized advice on investment strategies, tax planning, retirement preparation, estate management, and trust services. Additionally, they guide employer-sponsored retirement plans through the complexities of ERISA governance, investment oversight, and participant education. Established over 28 years ago, Duncan & Haley has built a reputation in the industry that emphasizes fiduciary responsibility, thoughtful portfolio construction, and nurturing long-term client relationships.

The founder and president of Duncan & Haley, John Haley, shared his pride in the partnership, noting, "As the field of financial planning becomes increasingly intricate, our clients benefit from a wider array of expertise, especially in pivotal areas like tax strategy, estate planning, and retirement plan management. Creative Planning offers an outstanding platform that consolidates these capabilities, enabling us to deliver the personalized advice our clients have come to expect while simultaneously enriching our service depths. We're confident that this collaboration will empower us to serve our clients effectively for many years to come."

This acquisition marks Creative Planning's second major move in 2026, following the earlier acquisition of Baseline Wealth Management, a Swiss-based RIA, announced in January. These strategic steps emphasize Creative Planning's commitment to expanding its services and reach in the financial advisory landscape.

About Creative Planning

Creative Planning, LLC is an independent wealth management firm that employs a financial planning-first approach, offering services ranging from investment management and retirement planning to estate management, tax consultation, and family office services. As of December 31, 2025, the firm manages or advises on approximately $700 billion in assets. Creative Planning is also affiliated with other renowned entities in the sector, including SageView Advisory Group and United Capital Financial Advisors, showcasing a robust network in the financial services industry.

While third-party rankings should not be misconstrued as a guarantee of results when engaging Creative Planning for investment advisory services, the firm maintains transparency regarding their industry recognition. Creative Planning does not pay fees to be considered for rankings but may purchase recognition graphics and promotional materials. For additional disclosure information, visit Creative Planning Disclosure.

As this acquisition unfolds, clients of both Creative Planning and Duncan & Haley can expect an enhanced suite of services designed to meet their complex financial needs more effectively than ever before.

This strategic blending of resources and expertise positions Creative Planning not just as a competitor in the field but as a leader in client service, ready to navigate the evolving landscape of financial planning and wealth management.