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Creative Planning Acquires Sunrise Advisors

The Overland Park wealth management firm gets bigger, taking on an additional 600 clients in the acquisition.

Creative Planning, the Kansas City region’s fastest-growing wealth management firm over the past decade, is getting bigger: The Overland Park firm announced this morning that it had acquired Sunrise Advisors, which has nearly 600 clients and more than $700 million in assets under management.

Terms of the deal were not disclosed. In a news release announcing the acquisition, Creative Planning CEO Peter Mallouk said the addition would leverage Sunrise’s “expertise in serving high-net worth individuals and families, executives with complex situations, retirees, and small business owners.”

Creative Planning, with clients in all 50 states, has more than $46 billion in AUM, most of which has come through organic growth over the past decade.