Creative Planning acquires Rockbridge Investment Management
Syracuse wealth manager Rockbridge, founded in 1991 with about $2.2 billion in assets and 23 employees, joins Creative Planning.
Creative Planning, one of the nation's largest independent wealth management firms, has acquired Rockbridge Investment Management, a fee-only, fiduciary wealth manager based in Syracuse, New York. The transaction closed on November 2, 2026.
The deal adds about $2.2 billion in assets under management and 23 employees to Creative Planning and expands its financial planning and investment management work in Central New York. Rockbridge, founded in 1991, offers retirement, investment, estate, insurance and business succession planning, and tax coordination. Rockbridge clients will keep their current advisors while gaining access to Creative Planning's affiliated tax, estate, legal, trust and retirement plan services.
Alaris Acquisitions served as exclusive M&A adviser to Rockbridge, and Michael Stanczyk of Lynn D'Elia Temes & Stanczyk served as legal counsel.
Deal facts
- Target
- Rockbridge Investment Management
- Business
- Fee-only, fiduciary wealth management firm providing financial planning, investment management, estate, insurance and tax coordination
- Buyer
- Creative Planning
- Deal type
- Strategic
- Headquarters
- Syracuse, New York
- Advisers
- Alaris Acquisitions financial adviser to Rockbridge Investment Management
- Michael Stanczyk of Lynn D'Elia Temes & Stanczyk legal counsel to Rockbridge Investment Management
- Status
- Completed
- Announced
- Wednesday, November 4, 2026
Sources
- PR NewswireNov 4, 2026
Written by Buyout Desk from the sources above. Spotted an error? Email corrections@buyoutdesk.com.