Acquiring Company
Creative Planning
Acquired Company
Rockbridge Investment Management
Overland ParkCity Of SyracuseFinancial ServicesFinancial ServicesFinanceDescription
Creative Planning, LLC has acquired Rockbridge Investment Management, a Syracuse-based fee-only fiduciary wealth manager. The transaction closed on November 2, 2026, adding about $2.2 billion in assets under management and 23 employees. The deal expands Creative Planning's financial planning and investment management capabilities in Central New York.
Who to call at Creative Planning, and when
When Creative Planning changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Creative Planning raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Creative Planning, from your own LinkedIn network
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Fundz sees it the moment Creative Planning makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Frequently asked
Who acquired Rockbridge Investment Management?
Rockbridge Investment Management was acquired by Creative Planning, based in Overland Park. The deal was reported on November 2, 2026. Creative Planning is privately held and operates in Financial Services.
When did Creative Planning acquire Rockbridge Investment Management?
Creative Planning's acquisition of Rockbridge Investment Management was reported on November 2, 2026. Creative Planning, LLC has acquired Rockbridge Investment Management, a Syracuse-based fee-only fiduciary wealth manager. The transaction closed on November 2, 2026, adding about $2.2 billion in assets under management and 23 employees. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Rockbridge Investment Management do?
Rockbridge Investment Management is a fee-only, fiduciary wealth management firm founded in 1991. It is privately held, operating in Financial Services, and is based in City Of Syracuse.
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