Creative Planning Acquires Rockbridge Investment Management to Expand Central New York Presence
Creative Planning has completed the acquisition of Syracuse-based Rockbridge Investment Management, a fee-only fiduciary wealth management firm. The deal, which closed on November 2, 2026, adds approximately $2.2 billion in assets under management (AUM) and 23 employees to Creative Planning's portfolio. The acquisition is designed to enhance Creative Planning's service capabilities in Central New York by integrating Rockbridge’s client base into its broader ecosystem of tax, estate, legal, and trust services. Existing Rockbridge clients will retain their current advisors while gaining access to expanded professional resources. This move aligns with the ongoing trend of consolidation within the Registered Investment Advisor (RIA) industry, as larger firms seek to provide more comprehensive, integrated wealth management solutions to capture a wider range of client needs.
Topics: Acquisition Assets Under Management Financial Planning Wealth Management