Creative Planning agrees to acquire RVK, expanding institutional consulting

Creative Planning announced a definitive agreement to acquire Portland-based RVK on September 15, 2026. Its announcement expects the transaction to close in January 2027, subject to customary closing conditions and regulatory approvals. Financial terms were not disclosed.

This report reviews that September announcement. The cited evidence establishes an agreement and expected timetable; it does not establish a completed acquisition as of this source check.

RVK advises just over 200 institutional clients with approximately $4.3 trillion in assets, according to the announcement. Its consulting includes investment policy, allocation, manager research and governance work. Creative Planning says RVK’s existing management will continue to lead the business.

Assets under advisement describe a different scope from the regulatory assets managed by one legal adviser. An acquisition announcement’s advised-assets figure cannot be added to an ADV total to produce a comparable regulatory AUM ranking.

Creative Planning LLC’s checked July 10 Form ADV reports $295,568,603,071 in total regulatory AUM. The individual and high-net-worth individual categories together represent 62.24%, below our selected wealth-focused comparison’s 75% threshold.

The asset screen answers a narrow question about that legal entity’s reported client mix. It does not imply that Creative Planning lacks a substantial wealth-management business, and it does not replace reporting on its institutional acquisition strategy.