October 9, 2025
Willkie is advising SageView Advisory Group, LLC, a leading independent registered investment advisor (RIA) firm and portfolio company of Aquiline, in its sale to Creative Planning, LLC, one of the nation's largest RIAs.
On October 9, Creative Planning announced that it entered into a definitive agreement to acquire SageView, creating a premier wealth management and retirement plan consulting firm. The newly combined firm would represent $640 billion in total client assets, serving more than 80,000 private wealth clients and 11,800 retirement plans.
SageView is an investment adviser registered with the U.S. Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States.
Willkie previously represented Aquiline, a private investment firm specializing in financial services and technology, in its acquisition of a majority stake in SageView in 2021.
The Willkie team is led by partners Jeffrey Poss and Thomas Sharkey and includes associates David Avraham and Erik Lessler and law clerk Autri Saha.
On October 9, Creative Planning announced that it entered into a definitive agreement to acquire SageView, creating a premier wealth management and retirement plan consulting firm. The newly combined firm would represent $640 billion in total client assets, serving more than 80,000 private wealth clients and 11,800 retirement plans.
SageView is an investment adviser registered with the U.S. Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States.
Willkie previously represented Aquiline, a private investment firm specializing in financial services and technology, in its acquisition of a majority stake in SageView in 2021.
The Willkie team is led by partners Jeffrey Poss and Thomas Sharkey and includes associates David Avraham and Erik Lessler and law clerk Autri Saha.
