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Duncan & Haley Logo
Duncan & Haley Growth Score
79
CB Rank
739179
Heat Score
27
Duncan & Haley is an independent financial firm that provides estate planning, tax strategies, legal advice, and asset management services.
Acquired by
Creative Planning Logo
Creative Planning
Private Seattle, Washington, United States1-10 www.duncanhaley.com/
Asset Management
Consulting
Employee Benefits
Financial Services
Overview

Duncan & Haley
Growth Score
79
Heat Score
27

Growth Score79
-6 pts
in past quarter
Heat Score 27
8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Duncan & Haley

CB Rank
739179
Duncan & Haley is an independent financial firm that provides estate planning, tax strategies, legal advice, and asset management services.
Acquired by
Creative Planning Logo
Creative Planning
Private Seattle, Washington, United States1-10 www.duncanhaley.com/
Asset Management
Consulting
Employee Benefits
Financial Services

Key People

Details

Legal Name Duncan & Haley, Ltd.
Operating Status Active
Company Type For Profit
Phone Number +1 206-625-2658
Contact Email info@duncanhaley.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials

M&A Details

Duncan & Haley was acquired by Creative Planning on
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.
Transaction Name 
Duncan & Haley acquired by Creative Planning Logo
Duncan & Haley acquired by Creative Planning
Acquired by 
Creative Planning Logo
Creative Planning
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 4

Employee Profiles

News

News and Press

News•Mar 13, 2026
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News•Mar 13, 2026
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News•Mar 13, 2026
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News•Mar 12, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$95.3KThis year, Duncan & Haley is projected to spend $95.3K on IT, according to Aberdeen.

Active Website Tech Count

9Duncan & Haley is actively using 9 technologies for its website, according to BuiltWith. These include SPF, IPv6, and  Microsoft Exchange Online.
Sub-Organizations
Frequently Asked Questions

Where is Duncan & Haley's headquarters? Duncan & Haley is located in Seattle, Washington, United States.Who are Duncan & Haley's competitors? Alternatives and possible competitors to Duncan & Haley may include HighTower Advisors, Mariner Wealth Advisors, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
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