The latest mergers, acquisitions and other corporate actions in the wealth management sector.

US-based RIA Creative Planning has bought Daniels + Tansey, a firm based in Delaware with $245 billion of assets under management.

D+T provides financial advisory, tax services, and investment management for individuals, families, and small businesses.

Chris Daniels is managing director of D+T and its founders are Kit and DeVon Daniels. 

Creative Planning, which operates across all 50 states of the US and 65 nations, is one of the biggest hitters in the RIA space. As of July 1, 2023, it had assets under management exceeding $245 billion.

DeVoe & Company, the M&A consulting company serving the RIA industry, advised D+T about the transaction.