Creative Planning Acquires Marshall Financial Group, $900M AUM

Creative Planning announced it acquired Marshall Financial Group and adds 19 employees and more than $900 million in assets under management. Photo credit: Will Crow.

Posted December 9, 2025

Creative Planning has acquired another RIA, this time in Doylestown, Pennsylvania, with more than $900 million in assets under management.

Overland Park-based Creative Planning announced the acquisition of Marshall Financial Group. The acquisition adds 19 employees and over $900 million in AUM to Creative Planning, according to a Tuesday release.

Founded in 2005, Marshall Financial offers integrated financial planning, including investment, cash flow, risk management, estate and education planning, tax minimization and other services.

“Marshall Financial has a 50-year history of helping clients with wealth management and financial planning,” Creative Planning president and CEO Peter Mallouk said in the release. “Their impeccable reputation in the industry, along with their extensive experience, is a welcome addition to the Creative Planning team.”

Last week, Creative Planning announced the acquisition of North Bethesda, Maryland-based Burt Wealth Advisors, adding $1 billion in assets under management for the wealth management company.