Creative Planning, one of the nation’s largest registered investment advisors (RIAs), has plans to acquire RVK, an institutional investment consulting firm headquartered in Portland, Ore.
Financial terms weren’t disclosed.
The acquisition will significantly expand assets under advisement and investment consulting capabilities. RVK advises more than 200 institutional clients with approximately $4.3 trillion in assets. Clients include public and private retirement plans, endowments, foundations, insurance companies, health systems and other sophisticated asset owners.
“RVK has built an exceptional reputation by providing thoughtful, objective advice to some of the country’s most complex institutional investors,” said Peter Mallouk, president and CEO of Creative Planning. “Its deep consulting expertise, rigorous investment research and commitment to putting clients first align closely with how we operate at Creative Planning. Together, we’ll be able t
