US wealth manager Creative Planning has expanded its national footprint with the purchase of Seattle, Washington-based RIA Duncan & Haley.

Financial terms of the transaction were not revealed.

The deal adds $660m in assets to Creative Planning’s books.

Duncan & Haley serves a mix of private clients and employer-sponsored retirement plans.

It offers investment management, tax strategies, retirement and estate planning, trust services, and ERISA-focused governance, investment oversight and participant education.

Duncan & Haley founder and president John Haley said: “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 has built an exceptional platform that brings those capabilities together under one roof, while maintaining a strong fiduciary culture. That combination allows us to continue delivering the personalised advice our clients value while significantly expanding the depth of services we can offer them. It’s clear to us that this partnership will strengthen our ability to serve clients for many years to come.”

The latest acquisition is Kansas-based Creative Planning’s second this year.

In January, the firm announced the purchase of Swiss RIA Baseline Wealth Management, marking its first international deal. The Baseline deal added more than $1bn in assets under management and 14 employees.

Creative Planning president and CEO Peter Mallouk said: “Duncan & Haley has long shared our belief that integrating financial services into a personalised and coordinated strategy delivers the best results for our clients. Together, we can deliver even greater value and insight for our clients’ long-term financial goals.”

As of 31 December 2025, Creative Planning oversaw around $700bn in assets under management or advisement.