#United States #Overland Park #Creative Planning #Investment Consulting #RVK

Creative Planning to Acquire RVK

Creative Planning, one of the largest registered investment advisors in the U.S., has recently finalized a definitive agreement to acquire RVK, Inc. This leading institutional investment consulting firm is headquartered in Portland, Oregon, and boasts an impressive portfolio of over 200 institutional clients managing approximately $4.3 trillion in assets.

The acquisition is set to greatly expand Creative Planning's assets under advisement as well as its investment consulting capabilities. The diverse clientele of RVK includes a range of sophisticated asset owners such as public and private retirement plans, endowments, foundations, insurance companies, and health systems.

Peter Mallouk, the President and CEO of Creative Planning, expressed excitement about the merger, highlighting RVK's distinguished reputation for delivering insightful, objective advice to complex institutional investors. Mallouk noted, "RVK has built an exceptional reputation by providing thoughtful, objective advice to some of the country's most complex institutional investors. Its deep consulting expertise, rigorous investment research, and commitment to putting clients first aligns closely with how we operate at Creative Planning. Together, we'll be able to bring even greater scale, resources, and insight to institutions navigating increasingly complex investment and governance decisions."

For more than 40 years, RVK has offered tailored non-discretionary investment consulting, aligning its services with the unique objectives of each client. Their expertise encompasses a wide range of services including the development of investment policies, asset allocation strategies, performance measurement, operational diligence, and governance consulting. Importantly, RVK's management team will remain intact, ensuring that clients continue to receive dedicated investment counsel.

"Creative Planning shares our belief that clients are best served through independent, objective advice, deep expertise, and solutions customized to meet their specific needs," stated Josh Kevan, CEO of RVK. This partnership will allow RVK to maintain its customer-focused consulting model while gaining access to Creative Planning’s enhanced resources, technology, and capabilities.

The merger further solidifies Creative Planning's expanding presence in the retirement and institutional business sectors, complementing its existing services for retirement plan sponsors, nonprofit organizations, and foundations. The addition of RVK's specialized research and consulting teams will significantly bolster Creative Planning's capacity to support various organizations— particularly in terms of investment strategy, fiduciary governance, and portfolio management.

This strategic transaction is anticipated to close in January 2027, pending customary closing conditions and regulatory approvals. Goldman Sachs & Co. is serving as the exclusive financial advisor for Creative Planning in this acquisition. However, specific financial details of the transaction have not been disclosed.

About Creative Planning

Creative Planning, LLC operates as an independent wealth management firm, specializing in a broad array of services that include financial planning, investment management, retirement planning, estate planning, trust services, and tax advice. As of June 30, 2026, the company has over $780 billion in assets under management or advisement. The firm includes affiliates such as United Capital Financial Advisors, Creative Planning Institutional Advisors, Baseline Wealth Management Ltd., and MASECO LLP.