Creative Planning has announced its acquisition of RVK, Inc., enhancing its institutional investment consulting capabilities. The deal aims to expand assets under advisement significantly and bolster Creative Planning's services to institutional clients. RVK will maintain its management team and client-focused approach within Creative Planning's framework.
Company Information
Company
Creative Planning
Location
5454 W 110th St
Overland Park, Kansas, United States
About
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages over $100 billion in assets across all 50 states and 65 countries, as of November 3, 2021.
Don't miss Creative Planning's next move
Get an email the moment Creative Planning makes an acquisition, hires an exec, or expands, usually minutes after it happens.
One email per event. Unsubscribe anytime.
Predictive Intelligence
Strategic
ML-powered predictions for Creative Planning's next move
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed
Frequently asked
Who acquired RVK?
RVK was acquired by Creative Planning, based in Overland Park. The deal was reported on September 15, 2026. Creative Planning is privately held and operates in Financial Services.
When did Creative Planning acquire RVK?
Creative Planning's acquisition of RVK was reported on September 15, 2026. Creative Planning has announced its acquisition of RVK, Inc., enhancing its institutional investment consulting capabilities. The deal aims to expand assets under advisement significantly and bolster Creative Planning's services to institutional clients. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does RVK do?
RVK, Inc. is a leading institutional investment consulting firm that advises over 200 institutional clients with around $4.3 trillion in assets. It is privately held, operating in Financial Services, and is based in Portland.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
145 of these a day, filtered to the companies you pick. $29 a month, billed annually, and if it does not pay for itself in a year we refund it.
Overland Park