OVERLAND PARK, Kan., April 3, 2026 — Creative Planning Retirement Services group and SageView Advisory Group (SageView) have been recognized by the National Association of Plan Advisors (NAPA) on their 2026 Top DC Advisor Multi-Office Firms list.
“NAPA’s recognition underscores Creative Planning’s leadership in retirement plan advisory services,” said Peter Mallouk, President and CEO of Creative Planning. “I’m proud of our Retirement Services team, whose innovative approach continues to set new standards for plan sponsors and participants. Their expertise helps clients navigate complex retirement challenges while delivering meaningful results.”
Creative Planning, with its recent acquisition of SageView in 2025, continues to expand its retirement plan capabilities, focusing on investment advisory, fiduciary support, managed assets and financial wellness programs as it helps improve the financial lives of the retirement plan participants it serves. The firm has a diverse client base, including large corporations, start-ups, healthcare organizations and government entities, and delivers tailored solutions for each organization’s retirement goals.
The NAPA Top DC Advisor Multi-Office Firms list is awarded each March based on data from a 12-month period through December 31. Recognized firms are selected based on their self-reported defined contribution (DC) assets under advisement (AUA) as of December 31, 2025, and they’re required to have more than one office or physical location and more than $1 billion in AUA. The firms that made this year’s list vary in size, number of advisors and geographic location and, when combined, make up more than $2 trillion in DC assets.
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 advice and family office services for individuals as well as business services and institutional money management. Creative Planning and its affiliates have approximately $700 billion in assets under management or advisement as of December 31, 2025. SageView Advisory Group, United Capital Financial Advisors and Baseline Wealth Management Ltd. are affiliates of Creative Planning.
Third-party rankings should not be construed as a guarantee that a certain level of results will be experienced if Creative Planning is engaged, or constitutes to be engaged, to provide investment advisory services. Creative Planning never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Additional important disclosure information about our industry recognition may be found at https://creativeplanning.com/important-disclosure-information/.
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