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acquisitionAnnounced · Mar 12, 2026Investment AdvisorySource · CredibleArticle · Factual

Duncan & Haley Ltd. · Creative Planning

Creative Planning acquires Duncan & Haley Ltd.

David Najork · Founding Software Engineer

Published Apr 29, 2026 · Updated Apr 29, 2026 · 1 min read

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Deal value

$660M

Target

Duncan & Haley Ltd.

Acquirer

Creative Planning

Full Acquisition

Status

Announced

Creative Planning agreed to acquire Duncan & Haley Ltd.. Reported deal value: $660M. Status: Announced. Sector: 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.

Reported by Edward Rueda Creative Planning LLC , an independent wealth management firm, announced Thursday its acquisition of Duncan & Haley Ltd. , a registered investment adviser in Seattle which offers retirement planning and assists employer-sponsored retirement plans with ERISA governance, investment oversight and participant education

Deal timeline

Announced

Mar 12, 2026 · planadviser.com

Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.

Sector context

This transaction is classified in Investment Advisory with a reported deal value of $660M. Figures and status may change as sources update.

Sources: planadviser.com · Primary article · FireStrike proprietary index