Creative Planning has agreed to acquire SageView Advisory Group, enhancing its retirement and wealth management capabilities with a combined total of $640 billion in client assets.

Target Information

Creative Planning, a prominent registered investment advisor (RIA) in the United States, has finalized a definitive agreement to acquire SageView Advisory Group, a leading independent RIA with a robust reputation in retirement plan consulting. This strategic partnership will allow Creative Planning to enhance its offerings, notably expanding its retirement services and wealth management practices.

The merger is anticipated to create a formidable entity with over 550 advisors, 11,800 retirement plans, and more than 80,000 private wealth clients, collectively managing approximately $640 billion in client assets as of September 30, 2025. SageView, with a decentralized presence in 36 locations, managed $250 billion in assets as of June 30, 2025, showcasing its significant influence in the investment advisory sector.

Industry Overview

The retirement services industry is pivotal within the United States' financial landscape, contributing to the wealth management framework while facilitating financial planning for retirement. As companies transition from def