CLARITY
We establish real relationships by using clear language and consistent communication. We know that transparency builds trust.
AUTHENTICITY
We engage with clients using empathy, humility and loyalty. We know connection is the foundation of care.
RESOURCEFULNESS
We bring the best people, processes and capabilities to every situation. We know we've got to get this right.
EXCELLENCE
We are commited to remaining worthy of your business. We know surpassing expectations each day builds strong, enduring relationships.
SERVICE
We make the outstanding ordinary. We know exceptional support is what our clients expect and what they deserve.
A Success Story 30+ Years in the Making
Hover over a year to learn more about our history
1989
- Founded by Chairman Randy Long with HQ in Orange County, CA
- $500 million in assets
2003 - 2006
- Opened offices in LA, DC, Knoxville and Boston
- Acquired Willis Insurance
- $3 billion in assets
- 275 Clients
2007 - 2010
- Established DB / Actuarial Group
- Began offering 3(38) services
- $7 billion in assets
- 60+ Staff
2011-2016
- Established the SageView Foundation
- Chairman Randy Long receives lifetime achievement award by PlanAdviser
- Named Multi-Office Retirement Plan Advisor of the Year
- Formalized Not-For-Profit Practice and expanded Government practice
- $60 billion in assets
2017-2022
- Established strategic partnership with Aquiline Capital Partners to support growth and fuel expansion in wealth management
- Acquired eight firms across the institutional retirement and wealth management space
- InvestmentNews names SageView among the Best Places to Work for Financial Advisers
2025
- Integrated institutional retirement and wealth management solutions
- $235 billion in assets as of 12/31/2024
- 30+ offices in 20 states
- 275 employees
A National Presence With Local Resources
An Impactful Advocate for Social Justice
As a founding member of
the Institutional Investing
Diversity Cooperative,
SageView works to ensure
greater diversity and
transparency in the
institutional asset
management sector.
An Industry Leader Delivering Award-Winning, Best-in-Class Services
Our Commitment to Diversity, Equity, Inclusion and Belonging
Our diversity and inclusion aspirations, values and policy have set the standard for our employees. We hope that this policy, combined with both internal and external diversity and inclusion initiatives, will make SageView Advisory Group a model organization for DEIB.
SageView’s Employee Resource Groups include SageWomen, which creates a community to connect and advance the professions of SageView’s female workforce, which is nearly 50 percent female, SageVets, the SageView Black Employee Network, SageLatinos, SageView NextGen, as well as others supporting education and remote employees.
SageView is dedicated to:
- Diversity and respect in the workplace
- Cultural and religious diversity
- Gender diversity
Our six-part focus on DEIB
- A workplace that has a zero tolerance policy on discrimination, harassment and bullying
- Making all employees aware of their rights and responsibilities with regards to all aspects of diversity
- Treating employees fairly and with mutual respect
- A workplace culture that is inclusive and embraces individual differences
- Equal employment opportunities based on abilities, performance and potential
- Recruitment, retention and development of a diverse range of talented individuals
SageView Women Retirement Consultants Recognized by NAPA for Excellence
Eleven Honored for Contributions to Retirement Plan Industry
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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.
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