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) — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced today that it has entered into a definitive agreement ... Read more The post Creative Planning to Acquire SageView and Expand Further Into the Wealth and Retirement Space appeared...
