SageView Advisory Group Recognized on Forbes' America's Top RIAs List
NEWPORT BEACH, Calif. (Oct. 25, 2023) — SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, announced it has been recognized as one of America’s Top RIA Firms by Forbes magazine. This is the first time SageView appears on this list.
The firm’s inclusion on the 2023 list, developed by Shook Research for Forbes, reinforces its leadership position at the intersection of retirement planning and wealth management. SageView was ranked No. 153 on a list of 250 firms.
“We are honored to be part of such a prestigious list and among many renowned wealth management firms,” said John Longley, SageView’s CEO. “Our inclusion on the 2023 list recognizes the efforts of our advisors and national team members in recent years as we continue to enhance our reputation as a leader in wealth management services.”
America’s Top RIA Firms are ranked using an algorithm of qualitative criteria collected by Shook Research through due diligence interviews and quantitative data. Factors including revenue trends, assets under management (AUM), compliance records, industry experience and client approach are also considered. Portfolio performance is not a ranking factor.
SageView provides wealth management consulting services in addition to advising on more than 2,100 defined contribution, defined benefit and deferred compensation plans. It has acquired 9 firms since July 2021 when it established a partnership with Aquiline Capital Partners, a leading financial services and technology-focused private equity firm. SageView continues to identify new advisors through acquisitions and recruiting who are a strong cultural and growth fit for the firm.
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.
The Forbes ranking of America's Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor Shook receive a fee in exchange for rankings. Basic requirements are a minimum of seven (7) years as an advisor for one (1) partner/principal, fully operational as a practice for a minimum of one (1) year, must incorporate a fiduciary model, completion of online survey and interview with SHOOK, evaluations focused on wealth management. Research summary as of [List most recent date and number of nominations] nominations received, based on thresholds - [List most recent number] invited to complete online survey - [List most recent number] telephone interviews - [List most recent number] in-person interviews at Advisor's location - [List most recent number] virtual interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Advisory services offered through [RIA name], a registered investment adviser.