In the News

2022

SageView Closes Acquisition of $321 Million Summit Financial Consultants

SageView Appoints Former Goldman Managing Director Jorge Bernal Chief Operating Officer

SageView Expands Pacific Northwest Presence with Seattle Office Led By Managing Director Jon Chambers

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's David Lum Recognized as AAPI Retirement Plan Consultant of the Year

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'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 Advances Growth Momentum with Addition of Jim Dario as Head of Wealth Management

SageView Advisory Group Proudly Recognizes Excellence In Client Service By Recordkeeper Relationship Managers

SageView Advisory Group Named a Best Place to Work for Financial Advisors by InvestmentNews For 2022

SageView Enters Into Definitive Agreement To Acquire $900M In Portfolio AUM From Capital One Investing

SageView Acquires Minnesota-Based Channel Financial





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 Advisory Group recognizes excellence in client service by RecordKeepers for their Shared Clients

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

NAPA Top Women Advisors


2015

SageView Advisory Group Visits the White House to Discuss Fiduciary Regulations with Administration Official

Kyla M. Keck of SageView Advisory Group Elected to At-Large Seat on the American Retirement Association’s Board of Directors

SageView Continues to Expand in Honolulu with Industry Veteran David Lum

GGFOA Retirement Plan Survey Summary - October 2015

PLANSPONSOR.com: Who Has the Power?

NAPA 2015 'Young Guns'

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