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Creative Planning Acquires Emery Howard

Mar 29, 2022•over 3 years ago

Acquiring Company

Creative Planning

Acquired Company

Creative Planning

Financial ServicesFinancial Services

Description

Emery Howard has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Emery Howard, managing over 1.8 billion in AUM, has consistently provided high net-worth clients customized management services for 30 years, since 1991. They have been led by their mission to empower clients to make informed financial decisions and feel confident in their financial future. Emery Howard truly understands and serves the entrepreneurial spirit that has fueled the innovation and explosive growth of Silicon Valley.

Company Information

Company

Creative Planning

Location

5454 W 110th St

About

Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages over $100 billion in assets across all 50 states and 65 countries, as of November 3, 2021.

M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed