Creative Planning said it has completed the acquisition of Syracuse-based Rockbridge Investment Management, a fee-only RIA whose $2.2 billion client-asset base will remain served by existing advisors.
Rockbridge clients will gain access to Creative Planning’s broader platform, including tax preparation, estate planning, legal, trust and retirement-plan services, alongside insurance and succession-planning capabilities.
The deal marks a more traditional U.S. wealth-management add-on for Creative Planning, which oversees about $710 billion and has spent 2026 expanding into adjacent businesses and overseas markets.
Earlier this year, the firm bought a Missouri insurance brokerage and agreed to acquire an institutional consulting and research business tied to $4.3 trillion in assets, with that transaction set to close in January 2027.