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RVK Inc.

In PWD coverage since September 15, 2026 · 11 stories

5Deals on our tracker

Deal recordFull tracker →

Sep 21, 26Deal announcedCreative Planning — coverage

Sep 16, 26Deal closedCreative Planning — coverage

Sep 14, 26Deal announcedCreative Planning — coverage

Sep 14, 26Deal announcedCreative Planning — coverage

Sep 14, 26Deal announcedCreative Planning — coverage

PWD coverage

RIA

Creative Planning's 1,000 partners are the real acquisition strategy

Broad employee equity is the integration tool the roll-up wave underfunds, and Creative Planning is compounding it faster than its asset base.

The Close · Sep 21Convergence is buying the top of the market, not the middle

Data · Sep 20RIA deal announcements have outrun the capacity to close

The Close · Sep 17The next M&A multiple is a refill rate

M&A · Sep 17Apella's 18th deal shows the roll-up metric is now cadence

M&A · Sep 16Mallouk buys the gatekeeper seat and leaves the RIA war chest shut

the_wrap · Sep 16Creative Planning Now Owns the Consultant Search

The Close · Sep 15The private-markets label now costs 40% of the flow

Deals & PE · Sep 15The premium has moved from the book to the gatekeeper

advisers · Sep 15RVK's institutional seats are the asset Creative Planning bought

M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book