CREATIVE PLANNING TO ACQUIRE SAGEVIEW AND EXPAND FURTHER INTO THE WEALTH AND RETIREMENT SPACE

Creative Planning, one of the nation's largest registered investment advisors (RIAs), announced today that it has entered into a definitive agreement to acquire SageView Advisory Group ("SageView"), ...
InvestmentNews

Creative Planning to acquire SageView, creating $640B RIA giant

Creative Planning has agreed to acquire SageView Advisory Group, a move that will unite two of the largest independent RIAs ...
PLANADVISER

Creative Planning to Acquire SageView Advisory Group

The combination of the two firms will have more than 550 advisers and represent $640 billion in total client assets.
InvestmentNews

Creative Planning CEO Peter Mallouk sees RIA IPOs on the horizon

I think we're going to see some RIAs, at some point they're going to run out of room to stay in the private markets. I think ...

Creative Planning Announces Its Latest Acquisition. It’s a Big One.

The acquisition would significantly expand Creative Planning’s institutional business and create a firm advising on $640 ...
Financial Planning

Creative Planning nears $640B AUM with SageView deal

The RIA giant Creative Planning is acquiring SageView Advisory Group in a deal set to bolster its expertise in retirement ...