SageView Advisors Recognized by AdvisorHub as 2024 Advisors to Watch

Doug Webster, John Majors, Kevin Schmeits and Nick Lamb honored among top wealth advisors by publication

NEWPORT BEACH (June 27, 2024) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is pleased to announce that four of its advisors have been recognized by AdvisorHub as part of its 2024 Advisors to Watch rankings.

AdvisorHub compiles seven lists ranking advisors based on “an advisor’s resilience and drive to succeed.” Practice data from 2022 and 2023 was utilized to determine the 2024 rankings.

“We take great pride in the tireless dedication of our advisors, and I’m thrilled that AdvisorHub has recognized several of our team members on this year’s list,” said John Longley, SageView’s CEO. “Their efforts, passion and dedication to their clients demonstrate the values we strive to live by every day at SageView.”

SageView advisors on the list are:

John Majors and Nick Lamb as Advisors to Watch (Under $1B).

Doug Webster and Kevin Schmeits as Advisors to Watch NextGen.

Nominations came from 339 firms and advisors were required to have at least seven years of experience, $150 million minimum assets under management (AUM) and a clean regulatory record. Advisors were ranked on the size and makeup of their practice, year-over-year growth and professionalism. Participation in the ranking is open to any firm or advisors and firms pay no fees for participation.

See the lists at https://www.advisorhub.com/resources/rankings/.

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.

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