Creative Planning Buys SageView Advisory
Creative Planning, one of the nation’s largest independent registered investment advisors (RIAs), announced today its acquisition of SageView Advisory Group.
According to a release, the newly combined firm would represent $640 billion in total client assets as of September 30, 2025. It would comprise of more than 550 advisors, 11,800 retirement plans and over 80,000 private wealth clients across all 50 states and in more than 90 countries worldwide.
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SageView had $250 billion in assets under management (AUM) and advisement as of June 30, 2025, with advisors in 36 locations.
“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,” said Peter Mallouk, president and CEO of Creative Planning, “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.”
Aquiline, a private investment firm specializing in financial services and technology and a majority owner of SageView since 2021, had been exploring the RIA’s sale since May. Following the completion of this transaction, Aquiline will “exit its interest in the firm,” according to the release.
SageView CEO John Longley added, “SageView has experienced meaningful growth in recent years working with Aquiline, and it became imperative to find a partner to help us continue on that path. As Creative Planning continues to build their institutional retirement plan business, we are excited to be part of that process, leveraging our generations of expertise in this space and success in building one of the largest retirement-focused firms in the country. Together, we will become the premier wealth management and retirement plan consulting firm.”
SageView was founded by Randy Long in 1989 as a retirement plan advisory firm specializing in retirement plan consulting and providing investment solutions to institutional and individual clients, before adding wealth management services to its roster.
The new acquisition is one of Creative Planning’s biggest yet. In 2023, the firm purchased Mesirow’s corporate retirement advisory services business with approximately $13 billion in assets. This followed Creative Planning’s 2021 acquisition of Lockton Retirement Services.
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
