Creative Planning, one of the largest registered investment advisors (RIAs) in the United States, announced it has acquired Duncan & Haley, Ltd., an established RIA headquartered in Seattle, Washington. The transaction adds approximately $660 million in assets under management (AUM) to Creative Planning.
Duncan & Haley has spent nearly three decades advising a diverse client base, including private clients and employer-sponsored retirement plans. The firm provides investment advisory services alongside guidance on tax strategies, retirement planning, estate planning, and trust services. It also supports retirement plan sponsors with ERISA governance, investment oversight, and participant education.
The combination brings Duncan & Haley into Creative Planning’s broader wealth management platform, which integrates financial planning, tax strategy, estate planning, trust services, and institutional investment management under a single structure.
Founded 28 years ago, Duncan & Haley has built a reputation in the industry for fiduciary discipline, portfolio construction, and long-term client relationships. Through the acquisition, the firm will gain access to a wider range of services and expertise while continuing to deliver personalized advice to its existing clients.
The deal marks Creative Planning’s second acquisition in 2026. Earlier this year, the firm completed its first international acquisition with the purchase of Swiss-based RIA Baseline Wealth Management.
Creative Planning reported approximately $700 billion in assets under management or advisement as of December 31, 2025. The firm provides investment management and financial planning services for individuals, businesses, and institutions, including family office services and institutional money management.
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“Duncan & Haley has long shared our belief that integrating financial services into a personalized and coordinated strategy delivers the best results for our clients. Together, we can deliver even greater value and insight for our clients’ long-term financial goals. We’re excited to have them as part of the Creative Planning team.”
Peter Mallouk, President And CEO, Creative Planning
“We’re proud to join Creative Planning. As the complexity of financial planning continues to grow, clients increasingly benefit from a broader range of expertise — particularly in areas like tax strategy, estate planning and retirement plan governance. Creative Planning has built an exceptional platform that brings those capabilities together under one roof, while maintaining a strong fiduciary culture. That combination allows us to continue delivering the personalized advice our clients value while significantly expanding the depth of services we can offer them. It’s clear to us that this partnership will strengthen our ability to serve clients for many years to come.”
John Haley, Founder And President, Duncan & Haley
