In the News

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 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