SageView Women Retirement Consultants Recognized by NAPA for Excellence
Eleven Honored for Contributions to Retirement Plan Industry
SageView Named a Top RIA by Forbes for Third Consecutive Year
SageView Advisory Group, one of the nation's leading independent RIA firms, is proud to announce it has once again been recognized by Forbes as one of America’s Top RIAs in 2025.
Creative Planning to Acquire SageView and Expand Further Into the Wealth and Retirement Space
The newly combined firm would represent $640 billion in total client assets, serving more than 80,000 private wealth clients and 11,800 retirement plans.
SageView Advisory Group Enhances Services and Midwest Footprint with Acquisition of CAP STRAT
Illinois-based Firm Adds to Existing Institutional Retirement Plan Consulting and Wealth Management Services
SageView Congratulates Lisa Drake as New NAPA President
Drake to lead National Association of Plan Advisors for 2025-26 Term
Three SageView Advisors Recognized by AdvisorHub as 2025 Advisors to Watch
Cody Klein, Nicholas Lamb and Doug Webster Chosen for Business Growth, Client Service
How to Locate Lost or Unclaimed Retirement Plan Assets – and What to Do Once You Find Them
October 1, 2025
