PlanAdviser Includes 21 SageView Advisors In Top Retirement Plan Advisers Listing

SageView Advisors from 11 offices recognized for qualified plan assets under advisement and total number of plans

NEWPORT BEACH, Calif. (April 18, 2022) SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is pleased to announce that 21 of its retirement plan consultants around the country were listed as 2022 PlanAdviser Top Retirement Plan Advisers.

This is the first year where PlanAdviser recognized individual advisors for this listing, instead of firms. SageView was previously on the PlanAdviser Top 100 for over 10 consecutive years and was listed as a Game Changer by PlanAdviser in 2021. Team members were asked to supply their entry statistics as a fraction of their team’s figures. There were more advisers on the list from SageView than any other one firm, representing approximately 14% of the total list.

Congratulations to the following advisers, who were recognized for multiple categories, including: Top Retirement Assets Under Advisement, Total Retirement Plans Under Advisement, Women Advisers, Top 403(b) Plans, and Top 457 Plans.

TJ Arcuri – Phoenix, AZ

Rodney Balbuena – Newport Beach, CA

Ann Cheu – Woodside, CA

Mark Foster – Boston, MA

Jeff Gratton – Minneapolis, MN

Clint Heine – Chicago, IL

Nick Jahn – Knoxville, TN

Julie Kim – Newport Beach, CA

Mark Kordonsky – Los Angeles, CA

Nichole Labott – Richmond, VA

Jamie McCrary – Newport Beach, CA

Jeff Petrone – West Palm Beach, FL

Stephen Popper – Boston, MA

Will Posch – Woodside, CA

Chris Reagan – Chicago, IL

Marc Schmeeckle – Denver, CO

Kevin Schmeits – Denver, CO

David Shnapek – Woodside, CA

Jonathan St.Clair – Atlanta, GA

Garrett Stinson – Newport Beach, CA

Doug Webster – Knoxville, TN

See the complete list of Top Retirement Plan Advisers here.


About SageView Advisory Group

SageView Advisory Group is an SEC-Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, and provides comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.

SageView Advisory Group, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place.

For more information about SageView, visit or call (800) 814-8742.