Publications

Creative Planning acquires retirement-focused RIA, SageView
Other - SEPTEMBER 17, 2025

To read this full article you need to be subscribed to Newsline.

Sign in Sign up for a FREE subscription

Creative Planning acquires retirement-focused RIA, SageView

by Released

Creative Planning, a Kansas-based registered investment adviser, has acquired SageView Advisory Group, according to Wealth Management. With this acquisition, Creative Planning’s more than $370 million in total assets under management will grow to more than $605 billion.

SageView, a retirement-focused registered investment adviser, was majority owned by financial services private equity firm, Aquiline Capital Partners.

Read the full story here.

Forgot your username or password?