SEO URLwww.firestrike.ai/deals/duncan-haley-ltd-creative-planning-acquisition-2026-1
acquisitionAnnounced · Mar 12, 2026Registered Investment Advisors (RIAs)Source · CredibleArticle · Factual
Creative Planning acquires Duncan & Haley, Ltd.
David Najork · Founding Software Engineer
Published · Updated · 1 min read
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: Registered Investment Advisors (RIAs). 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 , one of the nation largest registered investment advisors , today announced it has acquired Duncan & Haley , Ltd
Deal timeline
Announced
Mar 12, 2026 · prnewswire.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Registered Investment Advisors (RIAs) with a reported deal value of $660M. Figures and status may change as sources update.
Sources: prnewswire.com · Primary article · FireStrike proprietary index