Creative Planning Acquires Duncan & Haley, Adds $660M AUM

Creative Planning announced it has acquired Duncan & Haley, Ltd., an established RIA in Seattle, Washington. Photo credit: Shutterstock (PeopleImages).

Posted March 12, 2026

Creative Planning has acquired Duncan & Haley, Ltd., a Seattle-based financial services firm with $660 million in assets under management.

Founded in 1998, Duncan & Haley specialises in investing, tax strategies, retirement planning, estate planning, and trust services, while also assisting with employer-sponsored retirement plans. This purchase marks Creative Planning’s second acquisition of 2026.

“As the complexity of financial planning continues to grow, clients increasingly benefit from a broader range of expertise — particularly in areas like tax strategy, estate planning and retirement plan governance,” Duncan & Haley Founder and President John Haley said in a Thursday release.

Headquartered in Overland Park, Creative Planning has approximately $700 billion in assets under management or advisement as of December 31, 2025. In January, Creative Planning completed its first acquisition of the year with Swiss-based Baseline Wealth Management.