Creative Planning to Acquire SageView, Creating $640B Wealth and Retirement Powerhouse
Creative Planning has agreed to acquire SageView Advisory Group, one of the nation’s leading retirement plan consulting and wealth management firms. The transaction will establish one of the largest independent wealth and retirement advisory platforms in the U.S., overseeing $640 billion in client assets across all 50 states and more than 90 countries.
Aquiline Capital Partners, which acquired a majority stake in SageView in 2021, will exit its investment upon completion of the transaction. Following the merger, the combined organization will include more than 550 advisors, servicing 11,800 retirement plans and over 80,000 private wealth clients. SageView alone managed and advised on $250 billion in assets as of June 30, 2025, with a national footprint spanning 36 offices.
“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.
John Longley, CEO of SageView, 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. Creative Planning’s scale, technology, and client-first culture make it the ideal next step in our evolution.”
Founded in 1989 by Randy Long, SageView built its legacy as a retirement plan advisory firm before expanding into comprehensive wealth management. Under Aquiline’s ownership, SageView pursued an aggressive growth strategy, including the August 2025 acquisition of CAP STRAT.
For Creative Planning, the acquisition marks another significant move in its expansion into the institutional and retirement space. The firm previously acquired Mesirow’s $13 billion corporate retirement advisory unit in 2023 and Lockton Retirement Services in 2021, bringing its institutional retirement assets to $202 billion as of mid-2025.
Moelis & Company LLC served as exclusive financial advisor and Willkie Farr & Gallagher LLP acted as legal counsel to SageView. The terms of the transaction were not disclosed.