Creative Planning: $660 Million Firm Duncan & Haley Joins
By Amit Chowdhry ● Mar 13, 2026
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.