PlanAdviser Includes 24 SageView Advisers In Top Retirement Plan Advisers Listing

SageView Advisors from 18 offices recognized for qualified plan assets under advisement and total number of plans

NEWPORT BEACH, Calif. (April 4, 2023) SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is pleased to announce that 24 of its retirement plan consultants around the country were listed as 2023 PlanAdviser Top Retirement Plan Advisers.

The designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more.

Team members were asked to supply their entry statistics as a fraction of their team’s figures. SageView advisors make up the largest number of individuals from any one firm in this year’s ranking.

In the second year of this iteration of the award, the 2023 Top Retirement Plan Advisers list contains 205 advisers who stand out for their service in all types of retirement plans. After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type. This means, 150 or more 401(k) plan clients, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients, women advisers and advisers under 40.

Congratulations to the following advisers:

TJ Arcuri – Phoenix, AZ

Luka Arnerich – Portland, OR

Rodney Balbuena – Los Angeles, CA

Jon Chambers – Seattle, WA

Michael Coelho – Austin, TX

Tom Demko – Los Angeles, CA

Jeff Gratton – Minneapolis, MN

Clint Heine – Chicago, IL

Julie Kim – Newport Beach, CA

Nichole Labott – Richmond, VA

David Lum – Honolulu, HI

Jamie McCrary – Newport Beach, CA

Jimmy McDonald – Minneapolis, MN

Jeff Petrone – West Palm Beach, FL

Will Posch – Woodside, CA

Steve Sansone – Valencia, CA

Marc Schmeeckle – Denver, CO

Kevin Schmeits – Denver, CO

David Shnapek – Woodside, CA

Jonathan St. Clair – Atlanta, GA

Garrett Stinson – Newport Beach, CA

Bob Trethewey – Washington, D.C.

Ed Wagner – 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.