Creative Planning Acquires Swiss RIA, Baseline Wealth Management

Creative Planning announced it has acquired Baseline Wealth Management a Switzerland-based RIA. Photo credit: Will Crow.

Posted January 22, 2026

Creative Planning is going international after announcing its first acquisition of the year, which will be Baseline Wealth Management with locations in Geneva and Zurich, Switzerland.

Baseline adds 14 employees and more than $1 billion in assets under management to Creative Planning, according to a release.

“We’re absolutely thrilled to have Baseline join Creative Planning for our initial expansion into Europe,” Creative Planning CEO Peter Mallouk said in the release. “We’ve long recognized the large international demand for Creative Planning’s unique financial planning model. In addition to Baseline’s extensive experience serving international and U.S. clients, they also share our core values of integrity, transparency and a strong fiduciary responsibility to clients.”

Founded in 2010, Baseline is a licensed RIA by the Swiss Financial Market Supervisory Authority, in addition to being registered under the U.S. Securities and Exchange Commission and the Canadian Securities Administrators.

Baseline serves high-net-worth individuals worldwide, including entrepreneurs, professional athletes and other established professionals.

“Joining forces with Creative Planning provides our clients with access to Creative Planning’s comprehensive suite of services while also allowing Creative Planning to offer a Swiss wealth management solution,” Baseline CEO Thierry Grin said.

You can learn more about Creative Planning International and its Swill management team here. 

Headquartered in Overland Park, Creative Planning and its affiliates have approximately $700 billion in combined assets under management and advisement across all 50 states and 90 countries as of December 31, 2025. In December, the company announced a round of acquisitions, including North Bethesda, Maryland-based Burt Wealth Advisors, adding $1 billion in assets and Doylestown, Pennsylvania-based Marshall Financial Group, with more than $900 million in assets.