SageView Advisers Recognized As Leaders By PlanAdviser

NEWPORT BEACH, Calif. (March 19, 2024) SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is pleased to announce that 29 of its retirement plan consultants were named as 2024 PLANADVISER Top Retirement Plan Advisers.

SageView advisers once again represent the largest number of individuals of any firm in this year’s list. SageView had 24 advisers on the 2023 list.

The 2024 PLANADVISER Top Retirement Plan Advisers recognition, now in the third year, is based on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2023. Qualifying advisers were recognized for also meeting the following criteria: 91% -100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients.

The 2024 list contains 263 advisors who stand out for their service in all types of retirement plans. Women advisers and those younger than 40 were also spotlighted.

SageView advisors on the list are:

Arizona:

  • Phoenix – TJ Arcuri

California:

  • Newport Beach – Tom Demko, Julie Kim, Jamie McCrary and Garrett Stinson
  • Los Angeles – Rodney Balbuena and Mark Kordonsky
  • San Diego – Larry Deatherage and Tony Franchimone
  • Valencia – Steve Sansone
  • Woodside – Ann Cheu, Scott Ondek, Will Posch and David Shnapek

Colorado:

  • Denver – Marc Schmeeckle

Florida:

  • West Palm Beach – Lisa Drake and Jeff Petrone

Georgia:

  • Atlanta – Jonathan St.Clair

Hawaii:

  • Honolulu – David Lum

Illinois:

  • Chicago – Clint Heine and Chris Reagan

Massachusetts:

  • Boston – Mark Foster and Stephen Popper

Minnesota:

  • Golden Valley – Dan Stewart
  • Wayzata – Jeff Gratton

Tennessee:

  • Knoxville – Nick Jahn and Doug Webster

Virginia:

  • Richmond – Nichole Labott

Washington:

  • Seattle – Jon Chambers

 

See the complete list of Top Retirement Plan Advisers here.

As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.

About SageView Advisory Group

SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the U.S. Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView services include consulting and investment management for plan sponsors of 401(k), 403(b), 457, defined benefit and deferred compensation plans, and comprehensive wealth management and financial planning services for individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide. 

SageView makes recommendations based on the specific needs and circumstances of each client. Clients should consider their own investment objectives and not rely on any single article, marketing piece, fact sheet, graph, or similar material to make investment decisions.  The information contained herein is intended for informational purposes only and is not a recommendation to buy or sell any securities.  SageView does not provide legal, tax or accounting advice.  Clients should obtain their own independent advisors for such services.  SageView 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 not a guarantee of future results.