Under CEO Peter Mallouk, Creative Planning has steadily grown into one of the nation’s largest registered investment advisory firms, ballooning from less than $100 million in assets in 2004 to $245 billion today. On Monday, the firm said it would buy the former United Capital business from Goldman Sachs in a deal that will pole vault Creative Planning forward in its quest to build a national RIA brand.
The former United Capital business, now known as Goldman Sachs Personal Financial Management, includes about 200 advisors…
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