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"), ...
The combination of the two firms will have more than 550 advisers and represent $640 billion in total client assets.
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 ...
The acquisition would significantly expand Creative Planning’s institutional business and create a firm advising on $640 ...