Creative Planning, a registered investment adviser, has acquired Ferris Capital.
With the acquisition, Creative Planning manages or advises on $225 billion in assets across all 50 states.
“Creative Planning is excited to bring Dave and the Ferris Capital team into the fold and expand our reach into the Massachusetts market,” said Peter Mallouk, CEO of Creative Planning. “The similarities in our underlying philosophies of how we do business should make for a smooth and successful transition as we aim to provide excellent service to our clients.”