Creative Planning Acquires Rockbridge Investment Management, Adds $2.2 AUM

Posted November 9, 2026

Creative Planning announced it closed its acquisition of Syracuse, New York-based Rockbridge Investment Management, adding about $2.2 billion in AUM.

The deal officially closed on November 2, according to a release.

The addition of Rockbridge will bring in around $2.2 billion in assets under management, as well as 23 employees to Creative Planning, which will expand the Overland Park-based wealth management firm’s financial planning and investment capabilities in Central New York.

“We’re excited to welcome the Rockbridge team and its clients to Creative Planning,” Peter Mallouk, CEO of Creative Planning, said in the release. “Rockbridge has built its reputation in Central New York on in-depth financial planning and a thoughtful client experience, and that commitment mirrors how we approach our work. Together, we can bring Syracuse-area families a full range of integrated wealth management, including tax and estate planning.”

Founded in 1991, Rockbridge provides financial and retirement planning, investment management, estate planning, insurance planning, business succession planning and tax coordination. Rockbridge clients will continue to work with their current advisors while gaining access to Creative Planning’s services.

Alaris Acquisitions served as Rockbridge Investment Management’s exclusive M&A advisor. Michael Stanczyk of Lynn D’Elia Temes & Stanczyk served as legal counsel.

In September, Creative Planning entered into an acquisition agreement with Portland, Oregon-based RVK, Inc., in a deal that will add $4.3 trillion in assets. Creative Planning previously stated it expects to close the acquisition of RVK in January 2027.

Creative Planning also entered acquisition deals with Lee’s Summit-based firm, Lovell Insurance Group, and Fort Myers, Florida-based MarkhamNorton Accountants+Advisors.