Fast-Growing RIA Ranked Among Top Five Employers Among Large Financial Firms, Reflecting SageView's Continued Growth and Success

NEWPORT BEACH, California – February 18, 2022 – SageView Advisory Group ("SageView") today announced its recognition in the 2022 Best Places to Work for Financial Advisers list published by InvestmentNews, one of the nation's top wealth management industry media outlets.

SageView is a fast-growing RIA firm that supports retirement plan sponsors, while also delivering comprehensive wealth management services to mass affluent and high net worth individuals and families across the country.  The firm, which has over $4 billion in wealth management assets and $175 billion in retirement plan assets, was chosen by InvestmentNews as one of this year’s top 75 employers.  These results were based on surveys with firms and their employees, delving into everything from company culture, benefits, career paths and more.

Randy Long, SageView Founder and CEO, said, “As we accelerate our successful expansion in the wealth management space while reinforcing our longstanding leadership in retirement plan consulting, ensuring that we have an employee culture that fosters teamwork and innovation will be crucial.  That's why we are so honored by our recognition in this prestigious ranking, which comes directly from our employees, and underscores how well-positioned we are as an employer of choice for top talent in our industry."

Mr. Long continued, "We believe our placement as a Best Place to Work for Financial Advisers validates our organization's shared sense of values, mission and purpose, as we continue to grow across multiple new markets.  Looking ahead, we are excited about our forward vision, and how it will continue to be driven by the delivery of an exceptional service experience for our professionals as well as the plan sponsors and wealth management clients we support."

InvestmentNews recognized top-ranked businesses in three categories: small (15-29 employees), mid-size (30-49 employees) and large (50+ employees). SageView was ranked the number four employer amongst large financial firms.

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“In a year that’s seen so much turmoil in the workplace – from mask mandates and canceled office reopenings to The Great Resignation – InvestmentNews is proud to spotlight those firms with a proven record of investing in their most valuable resource: their employees,” said Paul Curcio, executive editor of InvestmentNews. “We applaud this year’s finalists and wish them all the best in 2022.”

The complete list of the InvestmentNews 2022 75 Best Places to Work for Financial Advisers is available at