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Clobbered by 'flood' of opportunity, Peter Mallouk is now the unlikely RIA M&A king, which took root in rich organic growth -- now adding a $5-billion RIA with a 'nightmare' that the deal excludes

His $235-billion Creative Planning RIA closed 15 deals in eight months, grew $135 billion in that time, helped by organic growth higher than ever, too.

Saturday, August 20, 2022 – 12:48 AM by Brooke Southall
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Peter Mallouk: 'If we were buying everything our debt capabilities would allow us to acquire, we would be a $500 billion dollar firm.'

Related Moves

The new 'Tony Robbins' book debut coincides with Ajay Gupta revealing plan to retire, which leaves Creative Planning to keep the referral spoils with Robbins down to a 'with' credit on the cover

Peter Mallouk's and Robbins' book, 'The Path: Accelerating Your Journey to Financial Freedom,' was released this week through a new publisher and word got out that 50 year-old Gupta was departing with little explanation

October 16, 2020 – 7:49 PM


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Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®




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