Creative Planning to Acquire SageView Advisory Group

Creative Planning has entered into a definitive agreement to acquire SageView Advisory Group, an independent registered investment advisor focused on retirement plan consulting and wealth management. The combined firm would represent $640 billion in client assets, serving more than 80,000 private wealth clients and 11,800 retirement plans. Aquiline, which has held a majority stake in SageView since 2021, will exit its investment following the transaction.