Press Release

Creative Planning Names Sageview President Jon Upham as Head of Future Combined Retirement Solutions Division

Issued by Creative Planning

Oct. 14, 2025

OVERLAND PARK, Kan. — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced that SageView Advisory Group (“SageView”) President Jon Upham will lead the combined retirement solutions division at Creative Planning following the firm’s acquisition of SageView, which is expected later this year.

The leadership appointment advances Creative Planning’s strategy to build a premier wealth management and retirement plan consulting firm. The combined firm will represent $640 billion in total client assets, serving more than 80,000 private wealth clients and 11,800 retirement plans across all 50 states and in more than 90 countries worldwide[1].

“Jon brings unparalleled expertise in shaping institutional retirement businesses. Having started his career as an advisor himself, he offers a unique perspective on the needs of plan sponsors and how best to support and scale a growing retirement business. SageView has an outstanding reputation as a leader in the retirement plan consulting industry, and Jon’s leadership has been instrumental in building that reputation,” said Peter Mallouk, President and CEO of Creative Planning. “Under his leadership, our combined retirement solutions division will be positioned to accelerate growth and serve plan sponsors and participants at the highest level.”

Upham’s track record speaks to the expertise he brings to this role. Since joining SageView in 1999, he has helped grow the firm from less than $500 million in assets under advisement (AUA) to 1,800 plan sponsor clients and $250 billion in combined AUA and assets under management (AUM) as of June 30, 2025.

“Serving as an advisor and President of SageView for more than 25 years has been an honor. I look forward to stepping into this next chapter alongside our talented retirement plan advisors and teams across SageView and Creative Planning. I’m grateful to Peter for his trust, and I’m confident that, together, we’ll drive accelerated growth and shared success,” said Jon Upham, President of SageView.

Creative Planning announced on October 9 that it had entered into a definitive agreement to acquire SageView, one of the nation’s leading independent RIA firms specializing in retirement plan advisory services. The transaction is expected to close in the fourth quarter of 2025.

About Creative Planning

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 planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning and its affiliates have more than $390 billion in combined assets under management and advisement across all 50 states and 90 countries as of September 30, 2025. United Capital Financial Advisors is an affiliate of Creative Planning. For more information, visit www.creativeplanning.com.

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