Creative Planning Acquires Seattle RIA
Duncan & Haley advises employer-sponsored retirement plans and adds $660 million in assets under management.
Creative Planning LLC, an independent wealth management firm, announced Thursday its acquisition of Duncan & Haley Ltd., a registered investment adviser in Seattle which offers retirement planning and assists employer-sponsored retirement plans with ERISA governance, investment oversight and participant education.
Duncan & Haley, which has four employees and $660 million in assets under management, will adopt the Creative Planning brand. John Haley, the firm’s president and co-founder, will join Creative Planning as a national wealth manager and partner.
“We’re proud to join Creative Planning,” Haley said, in a statement. “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 President and CEO Peter Mallouk said in a statement that Duncan & Haley “shared our belief that integrating financial services into a personalized and coordinated strategy delivers the best results for our clients.”
As of December 31, 2025, Creative Planning had approximately $700 billion in assets under management or advisement. In January, the company made its first international acquisition, of Swiss-based RIA Baseline Wealth Management.
In October 2025, Creative Planning announced the landmark acquisition of SageView Advisory Group, an RIA with $250 billion in assets under management and advisement. A December 2025 MarshBerry report described that acquisition as emblematic of wealth advisory firms increasingly buying retirement-focused advisory firms to expand service offerings to clients’ “full financial lifecycle.”