Republic Capital Group Advises Reilly Financial Advisors on Sale to Creative Planning

Transaction Details

Republic Capital Group served as the exclusive investment banking advisor to Reilly Financial Advisors (RFA) in its sale to Creative Planning. Founded in 1999 by Frank and Don Reilly, RFA is an Overland Park, Kansas-based wealth management firm managing over $2 billion in assets under management, with a focus on comprehensive financial planning, corporate retirement plans, and international clientele.

Creative Planning is one of the nation’s largest Registered Investment Advisers, providing financial planning-led investment management, retirement planning, estate planning, trust services, tax advice, and family office services. With the addition of RFA, Creative Planning now manages over $100 billion in assets across all 50 states and 65 countries.

has sold to

Creative Planning

“I could not have asked for a better business partner than Creative Planning for a few key reasons: their similar business practices and culture, their enhanced—and extremely robust—client service offerings, and their greatly expanded opportunity for employee growth. Simply put, I wanted someone who would prioritize the same level of care for both our clients and employees as the Reilly family has for the last 22 years.”
Frank Reilly — President, Reilly Financial Advisors

Read the Full Announcement

Official press release on Republic Capital Group's advisory role in this transaction.

Press Release