Creative Planning Acquires Burt Wealth Advisors, Adds $1 Billion in AUM

Creative Planning announced the acquisition of North Bethesda, Maryland-based Burt Wealth Advisors, adding $1 billion in AUM. Photo credit: Will Crow.

Posted December 3, 2025

Overland Park-based Creative Planning has acquired Burt Wealth Advisors, adding $1 billion in assets under management for the wealth management company.

Burt Wealth is an RIA based in North Bethesda, Maryland. Since 1985, the company has been providing clients with financial planning services such as tax reduction strategies, education funding and estate, business and retirement planning.

Burt Wealth will be Creative Planning’s 15th acquisition in two years, according to a release. Creative Planning and its affiliates have more than $390 billion in combined assets under management and advisement across all 50 states and 90 countries as of Sept. 30.

Terms of the deal were not disclosed.

“We’re thrilled to have Burt Wealth join Creative Planning,” Creative Planning President and CEO Peter Mallouk said in the release. “Their three decades of experience, high level of professionalism and commitment to putting clients first align perfectly with Creative Planning’s values and vision for the future.”

Gorman Jones served as Burt Wealth’s exclusive financial advisor for the acquisition.

In October, Creative Planning announced the acquisition of Financial Abundance, adding over $275 million in assets under management and an expanded footprint in Pennsylvania. Before that, Creative Planning had acquired SageView Advisory Group, creating a combined firm representing $640 billion in total client assets.