$2.2B AUMStrategic acquisitionFinancial ServicesCompleted
Creative Planning acquires Rockbridge Investment Management
Creative Planning, one of the largest independent US wealth managers, acquired Rockbridge Investment Management, a fee-only fiduciary firm in Syracuse, New York. The deal closed November 2, 2026. It adds about $2.2 billion in assets under management and 23 employees. Terms were not disclosed.
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