In the News
2022
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's Lisa Garcia Recognized for PlanAdviser's 2022 Retirement Plan Adviser of the Year
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
2021
Five SageView Consultants Recognized as NAPA Top Young Advisors
Eight SageView Consultants Named as Top Women Advisors
SageView Expands Wealth Management Business with Acquisition of Bloomfield Hills Financial
SageView Recognizes Excellence in Client Service by Recordkeeper Relationship Managers
Marc Schmeeckle Joins SageView Advisory Group in Denver
SageView Advisory Group Grows in the West with Acquisition of MJM401k
Tony Notermann Joins SageView Advisory Group as Chief Financial Officer
SageView Advisory Group Welcomes Jeremy Holly as Chief Development Officer
Five SageView Advisory Teams Recognized in Top Ranking by Barron's
SageView Advisory Group Acquires Remaining Retirement Plan Business from Arnerich Massena
SageView Listed Among Top DC Advisor Teams and Multi-Office Firms
SageView helps form Institutional Investing Diversity Cooperative
SageView Engages in Strategic Partnership with Investment from Aquiline Capital Partners
2020
NAPA Names TJ Arcuri and Lucas Barton as Top Young Advisors
Phil Costantini Joins SageView Advisory Group, Expanding Silicon Valley Footprint
NAPA Awards Top Women Advisor Recognition To Eight SageView Consultants
SageView Expands Northern California Presence to Support Growth Trajectory
Financial Times Names 14 SageView Advisers in Top Ranking
SageView Congratulates Plan Sponsor of the Year Bohannan Huston
SageView Welcomes Margarita Cross to Woodside Team
Jeff Petrone Joins Retirement Advisor Council
SageView Names Christopher Donnelly Chief Advisory Services Officer
Deanna Spivey Joins SageView Richmond Team
SageView Named To 2020 PlanAdviser Top 100 Retirement Plan Advisers
SageView Listed Among Top DC Advisor Teams and Multi-Office Firms
SageView Proudly Recognizes Excellence in Client Service by Recordkeeper Relationship Managers
2019
NAPA Names Ken Barnes and Lucas Barton As Top Young Advisors
NAPA Names Eight SageView Consultants to Top Women Advisors List
Financial Times Names 15 SageView Advisers in Top Ranking
NAGDCA Names SageView's Jake O'Shaughnessy to Executive Board
PlanAdviser Interviews Randy Long for "Advisers Giving Back" Feature
SageView Expands in the Southwest with Addition of TJ Arcuri in Phoenix
OC Business Journal Names SageView Among Top RIAs
SageView Expands Florida Team with Addition of Lisa Garcia
SageView Recognized for 10 Years of Fiduciary Excellence
Ken Hyne Joins SageView as Managing Director in Connecticut
SageView Named to 2019 PLANADVISER Top 100 Retirement Plan Advisers
2018
Six SageView Consultants Named to NAPA Top Young Advisors Listing
NAPA Names Nine SageView Consultants to Top Women Advisors List
Randy Long featured in Vision Magazine
SageView Opens Dallas Office with Lucas Barton as Practice Leader
Financial Times Names 15 SageView Advisers to Elite Retirement Ranking
Tom Demko Joins SageView Advisory Group's Southern California Team
SageView Foundation Partners with Knoxville Habitat for Humanity Homeowner Education Program
SageView Supports Southeast Growth with Addition of Stacy Walters
Four SageView Advisors Named as Delegates to NAPA DC Fly-In Forum
SageView Sponsors Women in Pensions Network (WiPN)
SageView Names Jonathan St. Clair Chief Fiduciary Officer
SageView Recognizes Excellence in Client Service by Recordkeeper Relationship Managers
SageView Announces Merger with Hunter Capital Advisors
2018 PLANADVISER Top 100 Retirement Plan Advisers
Four SageView Advisors Named to NAPA's 2018 Top Retirement Plan Advisors Under 40
Nine SageView Advisors Named to NAPA's Top Women Advisors List
Arizona Public Safety picks SageView as consultant of new 401(a) plan
2017
SageView’s Nashville Office Expands
2016
Coelho and Burnich Named to 2016 Financial Times 401 Top Retirement Plan Advisers
SageView Adds Retirement Plan Consultant to Northern California Practice
SageView recognizes industry excellence in DC Client Service for 2015
2015
SageView Continues to Expand in Honolulu with Industry Veteran David Lum
GGFOA Retirement Plan Survey Summary - October 2015
PLANSPONSOR.com: Who Has the Power?
SageView Expands by Opening New Office in Colorado
SageView Adds Retirement Plan Consultant to Northeast Practice
SageView Expands in California
PS/PA Awards Video featuring Stephen Popper
Planadviser.com Movers and Shakers: Thought Leadership
SageView Recognizes Industry Excellence in Client Service