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acquisitionAnnounced · Mar 13, 2026Registered Investment Advisors (RIAs)Source · SpeculativeArticle · 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: Registered Investment Advisors (RIAs). Target headquarters context: Location not specified.

This page summarizes publicly available information about the transaction as of 2026-03-13. Figures and status may change as filings and press coverage update.

Mar 13, 2026 Creative Planning : $ 660 Million Firm Duncan & Haley Acquisition Joins Creative Planning , one of the largest registered investment advisors in the United States, announced it has acquired Duncan & Haley , Ltd. , an established RIA headquartered in Seattle , Washington

Deal timeline

Announced

Mar 13, 2026 · pulse2.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: pulse2.com · Primary article · FireStrike proprietary index