Announced
Synopsis
Creative Planning, a registered investment advisor, agreed to acquire SageView Advisory Group, an independent RIA firm from Aquiline, a private investment firm. Financial terms were not disclosed. "SageView has an outstanding reputation as a leader in the retirement plan consulting industry, which will complement our growing retirement services business as well as expand our wealth management practice. This deal provides incredible scale and brings together exceptional talent from both firms to serve our clients and advance our retirement and wealth management capabilities," Peter Mallouk, Creative Planning President and CEO.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
Claim DealAll rights reserved. Copyright © 2025 Datasite