Creative Planning Acquires $660 Million Firm Duncan & Haley

The deal expands Creative Planning's wealth management platform and client services.

Mar. 13, 2026 at 4:04am

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Creative Planning, one of the largest registered investment advisors (RIAs) in the U.S., has acquired Duncan & Haley, Ltd., an established RIA based in Seattle, Washington. The transaction adds approximately $660 million in assets under management to Creative Planning's platform.

Why it matters

The acquisition allows Creative Planning to expand its integrated wealth management services, including financial planning, tax strategy, estate planning, trust services, and institutional investment management. It also marks Creative Planning's second acquisition in 2026 as the firm continues to grow its footprint.

The details

Duncan & Haley has spent nearly three decades advising private clients and employer-sponsored retirement plans, providing investment advisory services alongside guidance on tax strategies, retirement planning, estate planning, and trust services. Through the acquisition, Duncan & Haley will gain access to Creative Planning's broader range of expertise and services while continuing to deliver personalized advice to its existing clients.

  • Creative Planning reported approximately $700 billion in assets under management or advisement as of December 31, 2025.
  • The deal marks Creative Planning's second acquisition in 2026, following its first international acquisition of Swiss-based RIA Baseline Wealth Management earlier this year.

The players

Creative Planning

One of the largest registered investment advisors (RIAs) in the United States, providing investment management and financial planning services for individuals, businesses, and institutions.

Duncan & Haley, Ltd.

An established RIA headquartered in Seattle, Washington, that has spent nearly three decades advising private clients and employer-sponsored retirement plans.

Peter Mallouk

President and CEO of Creative Planning.

John Haley

Founder and President of Duncan & Haley.

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What they’re saying

“Duncan & Haley has long shared our belief that integrating financial services into a personalized and coordinated strategy delivers the best results for our clients. Together, we can deliver even greater value and insight for our clients' long-term financial goals. We're excited to have them as part of the Creative Planning team.”

— Peter Mallouk, President And CEO, Creative Planning

“We're proud to join Creative Planning. As the complexity of financial planning continues to grow, clients increasingly benefit from a broader range of expertise — particularly in areas like tax strategy, estate planning and retirement plan governance. Creative Planning has built an exceptional platform that brings those capabilities together under one roof, while maintaining a strong fiduciary culture. That combination allows us to continue delivering the personalized advice our clients value while significantly expanding the depth of services we can offer them. It's clear to us that this partnership will strengthen our ability to serve clients for many years to come.”

— John Haley, Founder And President, Duncan & Haley

The takeaway

This acquisition allows Creative Planning to further expand its integrated wealth management platform and better serve clients with a broader range of financial expertise, from investment management to tax strategy and estate planning. It demonstrates the firm's continued growth and commitment to delivering personalized, comprehensive financial advice.