Creative Planning announced an agreement to acquire Rockbridge Investment Management, according to source material published on November 4, 2026. This summary is limited to the approved transaction facts in the cited source evidence.
Creative Planning announced an agreement to acquire Rockbridge Investment Management
Creative Planning announced an agreement to acquire Rockbridge Investment Management
AcquisitionFinancial ServicesUS
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Acquired
Rockbridge Investment Management
United StatesFinancial Services
Undisclosed amount
November 4, 2026
Acquirer
Creative Planning
Financial Services
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