CREATIVE PLANNING TO ACQUIRE SAGEVIEW AND EXPAND FURTHER INTO THE WEALTH AND RETIREMENT SPACE

The newly combined firm would represent $640 billion in total client assets, serving more than 80,000 private wealth clients and 11,800 retirement plans.¹

OVERLAND PARK, Kan. and NEWPORT BEACH, Calif., Oct. 9, 2025 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), announced today that it has entered into a definitive agreement to acquire SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms. The firms reached an agreement to enter into a strategic partnership in which Creative Planning will acquire SageView. Aquiline, a private investment firm specializing in financial services and technology, has been a majority owner of SageView since 2021. Following the completion of this transaction, Aquiline will exit its interest in the firm.

"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."

The newly combined firm would include more than 550 advisors, 11,800 retirement plans and more than 80,000 private wealth clients across all 50 states and in more than 90 countries worldwide, representing $640 billion in total client assets as of September 30, 2025. SageView had $250 billion in assets under management and advisement as of June 30, 2025, with advisors in 36 locations.

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."

Rich Rosenbaum, Partner at Aquiline, added, "We invested in SageView as a leading platform in the retirement advisory market, and are proud to have partnered with management to expand the firm's leadership, pursue strategic acquisitions, and build out its wealth management capabilities. We believe Creative Planning is well positioned to support SageView's continued growth, and we wish the team success in this next chapter."

The intersection of retirement and wealth
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. Over the years, it added wealth management services as SageView identified a growing need for financial planning among its retirement plan clients.

SageView has made several acquisitions in recent years, including its August purchase of Illinois-based CAP STRAT (Capital Strategies Investment Group LLC), an institutional retirement plan consulting and wealth management firm that managed approximately $25 billion in assets under advisement (AUA) and assets under management (AUM).

In 2023, SageView hired Longley as CEO when Long transitioned into the Chairman's role.

Building retirement services
Creative Planning has steadily grown its retirement solutions division in recent years. In 2023, the firm purchased Mesirow's corporate retirement advisory services team, which served more than 350 retirement plans representing approximately $13 billion in assets. This followed Creative Planning's 2021 acquisition of Lockton Retirement Services. As of June 30, 2025, Creative Planning oversaw $202 billion in institutional retirement plan assets.

Moelis & Company LLC acted as exclusive financial advisor and Willkie Farr & Gallagher LLP served as legal counsel to SageView.

About Creative Planning
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning and its affiliates have more than $390 billion in combined assets under management and advisement across all 50 states and 90 countries as of September 30, 2025. United Capital Financial Advisors is an affiliate of Creative Planning. For more information, visit www.creativeplanning.com.

About SageView Advisory Group
SageView Advisory Group, LLC ("SageView") is an investment adviser registered with the US Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView services include consulting and investment management for plan sponsors of 401(k), 403(b), 457, defined benefit and deferred compensation plans and comprehensive wealth management and financial planning services for individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.

SageView makes recommendations based on the specific needs and circumstances of each client. Clients should consider their own investment objectives and not rely on any single article, marketing piece, fact sheet, graph, or similar material to make investment decisions. The information contained herein is intended for informational purposes only and is not a recommendation to buy or sell any securities. SageView does not provide legal, tax or accounting advice. Clients should obtain their own independent advisors for such services. SageView advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is not a guarantee of future results.

For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.

About Aquiline
Aquiline is a private investment firm based in New York, London, and Philadelphia, dedicated to financial services and technology. As of June 30, 2025, Aquiline has approximately $13 billion of assets under management across private equity, venture, and credit strategies. Additional information is available at www.aquiline.com.

Media Contacts

Creative Planning
media@creativeplanning.com

SageView
marketing@sageviewadvisory.com

Aquiline media contact:
aquiline@apellaadvisors.com

¹ Including Creative Planning's affiliate United Capital.

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SOURCE Creative Planning, LLC