# SageView Advisory Group

SageView Advisory Group is a RIA based in Newport Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** 4000 MacArthur Boulevard, Suite 1050, Newport Beach, CA 92660
- **Founded:** 1989
- **Assets under management:** $235 billion in client assets under advisement (per the firm)
- **Website:** sageviewadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/sageview-advisory-group
- **Wikidata:** Q115527494

## Regulatory record

- **CRD number:** 126777
- **SEC file number:** 801-64265
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126777

## About

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.

## 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

## 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.

## Related profiles

- [Sage Tree Wealth](https://altss.com/profile/sage-tree-wealth)
- [Sageview Capital](https://altss.com/profile/sageview-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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