Creative Planning to Acquire RVK, Inc.
September 15, 2026
Creative Planning announced a definitive agreement to acquire RVK, Inc., an institutional investment consulting firm headquartered in Portland, Oregon. The acquisition is expected to close in January 2027, subject to customary conditions and regulatory approvals, and is intended to expand Creative Planning’s institutional consulting capabilities and scale.
- Buyers
- Creative Planning
- Targets
- RVK, Inc.
- Industry
- Wealth Management
- Location
- Oregon, United States
- Transaction Type
- Buyout
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