SageView Named a Top RIA by Forbes for Third Consecutive Year

NEWPORT BEACH, CA (OCT. 24, 2025) — SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is proud to announce it has once again been recognized by Forbes as one of America’s Top RIAs in 2025.

SageView has been on the list, which launched in 2022, for three consecutive years.

Forbes’ list of 250 firms is developed by SHOOK research and “based on an algorithm of qualitative criteria” and 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 factor in rankings.

Learn more at https://www.forbes.com/lists/top-ria-firms/.

About SageView Advisory Group
SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the US 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.