RIA Edge

The deal may be the largest acquisition of a CPA firm by an RIA, and brings 600 new employees and $2.5 billion in client assets to Creative Planning. It will be the foundation for a business-focused service division within the firm.

Focus on marketing outreach, technology and talent.

Close to $150 billion in transacted assets was announced this week as milestones were achieved and new territory was conquered.

In its 5th deal of the year, Hightower expands its footprint in the nation’s Northeast.