Four SageView Advisors Named To InvestmentNews 2025 Top Advisors List

Cody Klein, Nicholas Lamb, Kyle Thompson and Judy VanArsdale among those recognized

NEWPORT BEACH (FEB. 19, 2025) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, congratulates financial advisors Cody Klein, Nicholas Lamb, Kyle Thompson and Judy VanArsdale for being named to the InvestmentNews Top Advisors 2025 list.

The list, now in its second year, recognizes financial professionals who have “stood out with exceptional business performance over the course of a 12-month period.” Nominations came from advisors, industry professionals and clients. The publication then created a weighted ranking based on overall AUM, AUM growth and client growth between August 2023 and August 2024.

“SageView’s advisors have always demonstrated passion and dedication to their clients, and I am proud to see Cody, Nick, Kyle and Judy recognized for their efforts,” said SageView CEO John Longley. “Our success depends on the knowledge and compassion of our team members and the incredible relationships they have with their clients.”

Klein is Managing Director, Wealth Management with more than a decade of financial services experience. He is a lead advisor in SageView’s Westlake Village, California, office.

Lamb is a Senior Wealth Advisor with more than a decade of financial services experience. He works with individuals and families from SageView’s Chicago office.

Thompson is a Senior Wealth Advisor with more than a decade of financial planning experience. He leads SageView’s practice from its San Jose office.

VanArsdale is a Senior Wealth Advisor with more than two decades of financial services experience. She leads SageView’s Deer Park, Illinois, office.