In the News
2023
SageView Advisory Group Welcomes Sarah Parker as Retirement Plan Consultant
SageView Advisors Recognized by AdvisorHub as Advisors to Watch
SageView Advisory Group to Acquire Retirement Plan Consulting Firm with $5.2B in AUA
SageView Teams Recognized in Top Institutional Consulting Ranking by Barron's
PlanAdviser Includes 24 SageView Advisers in Top Retirement Plan Advisers Listing
SageView Teams Recognized as Top Advisors By National Association of Plan Advisors
SageView Announces Recipients of 11th Annual Excellence in Client Service Awards
SageView Launches PersonalSAGE Financial Education and Engagement Platform
2022
SageView Named Retirement Plan Advisory Firm of the Year in Inaugural Wealth Exemplar Awards
SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management
Four SageView Consultants Recognized as NAPA Top Young Advisors
Nine SageView Consultants Names as Top Women Advisors
SageView Advisory Group Agrees To Acquire $415 Million Women-Led Lakeview Wealth Management
SageView Closes Acquisition of $321 Million Summit Financial Consultants
SageView Appoints Former Goldman Managing Director Jorge Bernal Chief Operating Officer
SageView Advisory Group Agrees to Acquire $321 Million Los Angeles-based Wealth Management Firm
SageView’s Randy Long Named as Finalist for M&A Leader of the Year by WealthManagement.com
SageView Advisory Group Acquires $825 Million Retirement and Wealth Management Firm kPlans
SageView Continues Buildout of Capabilities with Addition of Retirement Plan Expert Javier Obando
SageView Names Industry Veteran as Managing Director of Human Resources To Support Ongoing Growth
SageView Closes $900 Million Capital One Investing Acquisition
SageView Teams Recognized in Top Ranking by Barron's
PlanAdviser Includes 21 SageView Advisors in Top Retirement Plan Advisors Listing
SageView Ranked Among Largest Defined Contribution Advisor Teams by NAPA
SageView Advisory Group Named a Best Place to Work for Financial Advisors by InvestmentNews For 2022
SageView Acquires Minnesota-Based Channel Financial