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Monday, September 28, 2026The Morning Brief →Sign in
ria

SageView Advisory Group

In PWD coverage since September 15, 2026 · 3 stories
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Jeremy Holly
Sep 26 · to LPL
PWD coverage
RIA

Creative Planning's 1,000 partners are the real acquisition strategy

Broad employee equity is the integration tool the roll-up wave underfunds, and Creative Planning is compounding it faster than its asset base.
advisers · Sep 15RVK's institutional seats are the asset Creative Planning bought
M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book
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