Creative Planning Acquires Mosaic Pacific to Enhance Financial Services and Expand Market Reach
- Creative Planning acquired Mosaic Pacific, adding approximately $430 million in assets under management to its portfolio.
- The merger enhances Creative Planning's geographic reach and strengthens its tailored financial solutions for clients.
- This acquisition marks Creative Planning's thirteenth in two years, driving its aggressive growth strategy in wealth management.
Strategic Expansion: Creative Planning Acquires Mosaic Pacific
Creative Planning, one of the largest registered investment advisors in the United States, solidifies its strategic growth strategy with the recent acquisition of Mosaic Pacific, a reputable financial advisory firm based in Hawaii. The deal, which concluded on June 30, 2025, adds approximately $430 million in assets under management to Creative Planning’s already substantial portfolio. Founded in 2014, Mosaic Pacific has built a strong reputation for its commitment to delivering unbiased investment management and comprehensive financial planning services, enabling clients to achieve a holistic understanding of their financial situations.
Peter Mallouk, President and CEO of Creative Planning, expresses admiration for Mosaic Pacific’s dedication to client service, emphasizing that their approach to wealth management resonates with Creative Planning’s own philosophy. The alignment in core values and a shared commitment to understanding clients' financial landscapes make this acquisition a seamless integration. Cory Nakamura, Chief Investment Strategist at Mosaic Pacific, also emphasizes the cultural fit between the two firms, further validating the choice to unite under the Creative Planning umbrella. This merger not only enhances Creative Planning's geographical footprint but also strengthens its ability to provide tailored financial solutions to clients across diverse markets.
This acquisition represents Creative Planning’s thirteenth in just two years, underscoring its aggressive growth strategy aimed at expanding both its geographical reach and wealth management capabilities. Following the integration of Mosaic Pacific, Creative Planning and its affiliates now manage over $370 billion in combined assets, spanning all 50 states and 90 countries. The addition of Mosaic Pacific’s expertise and resources enriches Creative Planning’s service offerings, allowing them to deliver even more specialized and comprehensive financial guidance to their clients while maintaining a steadfast client-focused approach.
In related news, the financial advisory sector continues to witness significant mergers and acquisitions as firms seek to enhance their service offerings and expand their market presence. The integration of diverse advisory teams not only improves operational efficiency but also enriches the overall client experience through shared knowledge and resources. As the industry evolves, firms like Creative Planning are positioning themselves to meet the growing demand for sophisticated financial solutions in an increasingly complex financial landscape.
