SageView Acquires OnTrack 401(k) of Maryland

Creative Planning to Acquire SageView Advisory Group

October 11, 2025

Financial Services

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.

SageView Advisory Group Acquires Summit Financial Consultants

August 9, 2022

Financial Services

SageView Advisory Group completed the acquisition of Summit Financial Consultants, integrating the Westlake Village, California-based RIA into the SageView platform. The deal expands SageView’s presence in Southern California and adds approximately $321 million in AUM to its retirement and wealth management business.

SageView Advisory Group Acquires Palmer Retirement Consulting

January 11, 2024

Wealth Management

Newport Beach-based SageView Advisory Group has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana advisory firm that serves institutional retirement plan sponsors and individual wealth management clients. The deal, which closed Dec. 15, 2023, brings Palmer's leadership and staff into SageView as part of SageView's ongoing strategy to expand its institutional retirement consulting capabilities under its partnership with Aquiline Capital Partners.

SageView Advisory Group Acquires Capital One Investing Wealth Management Business

April 21, 2022

Wealth Management

SageView Advisory Group completed the acquisition of Capital One Investing, a $900 million wealth management business formerly owned by Capital One Financial Corporation. The deal transferred advisors, associates and accounts to SageView (supported by private-equity partner Aquiline) and expands SageView’s retirement-plan and wealth-management capabilities and AUM.

Aquiline Capital Partners Makes Strategic Investment in SageView Advisory Group

January 5, 2021

Financial Services

Aquiline Capital Partners has made a strategic growth investment in SageView Advisory Group, a Newport Beach–based registered investment advisor focused on retirement plan consulting and wealth management. SageView founders Randy Long and Jon Upham retain a significant equity stake and will continue to lead the firm; the capital will be used to accelerate growth in institutional retirement and wealth management and expand financial wellness offerings.

SageView Advisory Group Acquires Lakeview Wealth Management

December 1, 2022

Financial Services

SageView Advisory Group, a Newport Beach-based independent RIA backed by Aquiline Capital Partners, has agreed to acquire Lakeview Wealth Management of Deer Park, Illinois. The six-person, women-led Lakeview team will join SageView to expand the firm's presence in the Chicago-area and enhance its retirement and wealth management capabilities.