Creative Planning to Acquire RVK in $4.3 Trillion Institutional Investment Expansion
Creative Planning has announced the acquisition of RVK, Inc., an institutional investment consulting firm based in Portland, Oregon. The deal is expected to significantly expand Creative Planning's assets under advisement and enhance its capabilities in serving complex institutional clients such as retirement plans, endowments, foundations, insurance companies, and health systems. RVK advises over 200 institutional clients with approximately $4.3 trillion in assets and has provided non-discretionary investment consulting for more than four decades. The firm will continue to be led by its current management team while integrating into Creative Planning's broader resources and technology. This acquisition complements Creative Planning’s existing services, including retirement plan sponsor support and nonprofit institutional consulting. The transaction is expected to close in January 2027 after regulatory approvals are obtained. Financial terms of the deal were not disclosed.
Topics: acquisition institutional consulting investment advisory