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SageView Advisory Group
SageView Advisory Group is an SEC-registered investment adviser in Newport Beach, CA, registered since 2005. The firm manages approximately $37.5 billion in...
SageView Advisory Group
SageView Advisory Group is an SEC-registered investment adviser in Newport Beach, CA, registered since 2005. The firm manages approximately $37.5 billion in regulatory assets. It has 195 employees and 112 investment advisers.
General information
Firm type
RIA
Year founded
1989
AUM
$235 billion in client assets under advisement (per the firm)
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
4000 MacArthur Boulevard, Suite 1050, Newport Beach, CA 92660
Additional offices
Atlanta, GA · Austin, TX · Boston, MA · Birmingham, MI · Chicago, IL · Dallas, TX · Deer Park, IL · Denver, CO - Louisville · Fort Wayne, IN · Franklin, TN · Honolulu, HI · Houston, TX · Knoxville, TN · Los Angeles, CA - Culver City · Los Angeles, CA - Valencia · Los Angeles, CA - Westlake Village · Milwaukee, WI · North Carolina · Oakbrook Terrace, IL · Phoenix, AZ · Portland, OR · Richmond, VA · San Diego, CA · San Francisco, CA - Woodside · Seattle, WA · Syracuse, NY · Twin Cities - Eden Prairie, MN · Twin Cities - Minneapolis, MN · Washington, D.C. · West Palm Beach, FL
Frequently asked questions
How does SageView differ from other large RIAs?
Unlike wealth-management-first RIAs, SageView's primary client base is institutional retirement plan sponsors—1,700+ organizations—rather than a high volume of individual accounts. Its 34-office footprint is built to serve employer clients locally, a model that differs from the centralized advisory platforms common among roll-up RIAs. The retirement-plan fiduciary focus creates a different revenue and compliance profile than asset-gathering RIAs.
Who are the key professionals running SageView?
SageView's website references an executive team, institutional retirement team, wealth management team, and investment team, but individual profiles and biographies were not accessible on the main site. The firm has not published named principals or key investment personnel in a way that can be verified from primary sources. Three advisors were named to NAPA's Top Retirement Plan Advisors Under 40 in 2026, but their specific roles were not detailed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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