SageView Listed Among Top DC Advisor Teams and Multi-Office Firms
NAPA has released the list of its Top DC Advisor Teams and Multi-Office Firms, with SageView Advisory Group and many individual office teams among the top firms.
The National Association of Plan Advisors (NAPA) Top DC Advisor Multi-Office Firms listing is based on self-reported defined contribution (DC) assets under advisement (AUA) as of December 31, 2020 for the organizations that submitted data. The firms listed had to have more than one office/physical location to be included and had to have over $1 billion in DC assets under advisement. In total, the firms listed are stewards more than $2 trillion in DC assets, nearly a quarter of a million plans, and more than 21 million participants.
View the complete list of Top DC Advisor Multi-Office Firms here.
The 2019 Top DC Advisor Teams are primarily groups in a single location having at least $100 million in DC assets under advisement. SageView is pleased to have 12 teams across the country make the list, including: Boston, Chicago, Denver, Honolulu, Los Angeles, Minneapolis, Newport Beach, Richmond, San Francisco/Lafayette, South Team (Knoxville and Atlanta), Washington D.C., West Palm Beach, and Woodside.
This is the fourth annual list of DC Advisor Teams and is based on AUA as of December 31, 2020.
The Top DC Advisor Teams listing can be seen 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, with over $132 billion in assets under management. SageView is headquartered in Irvine, California with 25 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 www.sageviewadvisory.com or call (800) 814-8742.
Top DC Advisor Teams
Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.
This year there were 305 submissions. 300 were on the final list.