Creative Planning to Acquire SageView Advisory Group
October 11, 2025
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.
- Buyers
- Creative Planning, LLC
- Targets
- SageView Advisory Group
- Sellers
- Aquiline
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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