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Deals Of The Day: The Latest In Wealth Management M&A – Creative Planning, Daniels + Tansey
Editorial Staff
30 April 2024
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. DeVoe & Company, the M&A consulting company serving the RIA industry, advised D+T about the transaction.
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.