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acquisitionAnnounced · Mar 12, 2026Registered Investment AdvisorySource · CredibleArticle · Factual
Creative Planning acquires Duncan & Haley
David Najork · Founding Software Engineer
Published · Updated · 1 min read
Deal value
$660M
Target
Duncan & Haley
Acquirer
Creative Planning
Full Acquisition
Status
Announced
Creative Planning agreed to acquire Duncan & Haley. Reported deal value: $660M. Status: Announced. Sector: Registered Investment Advisory. Target headquarters context: Location not specified.
This page summarizes publicly available information about the transaction as of 2026-03-12. Figures and status may change as filings and press coverage update.
Creative Planning has agreed to acquire Seattle -based registered investment advisor Duncan & Haley , bringing roughly $660 million in client assets onto its platform as the firm continues an active expansion strategy
Deal timeline
Announced
Mar 12, 2026 · investmentnews.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Registered Investment Advisory with a reported deal value of $660M. Figures and status may change as sources update.
Sources: investmentnews.com · Primary article · FireStrike proprietary index