On October 9, 2025, Creative Planning announced its definitive agreement to acquire SageView Advisory Group.
Creative Planning announced on October 9, 2025, its definitive agreement to acquire SageView Advisory Group (“SageView”). Under the terms of the deal, SageView Advisory Group President Jon Upham will lead the combined retirement solutions division at Creative Planning. Further terms of the transaction were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment advisor that provides financial planning, investment management and retirement planning services. Creative Planning has approximately $370 billion in assets under management.
SageView, based in Newport Beach, California, is a registered investment advisor offering retirement plan advisory and consulting services. As of June 2025, SageView had approximately $250 billion in assets under management.
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