SageView Named Retirement Plan Advisory Firm of the Year in Inaugural Wealth Exemplar Awards
SageView also recognized for Boutique Deal of the Year in Acquisition of Lakeview Wealth Management
NEWPORT BEACH, Calif. (Dec. 9, 2022) — SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is pleased to announce that it has been recognized in two categories in the inaugural Wealth Exemplar Awards from Wealth Solutions Report.
SageView was named among three Retirement Plan Advisory Firms of the Year for its over $150 billion AUA retirement and wealth management business. The award was granted to the top wealth management firms with a majority or significant focus on advising retirement plans under ERISA. Firms must oversee a minimum of $1 billion in assets. The list can be found here.
Additionally, SageView’s acquisition of women-led Lakeview Wealth Management was selected as the WSR Exemplar Awards Deal of the Year in the Boutique category for furthering SageView’s efforts on diversity, equity and inclusion in addition to delivering financial planning at the intersection of retirement and wealth management. Complete details can be found here.
The invitation-only WSR Exemplar Awards were created to celebrate the best of the wealth management industry by honoring outstanding firms across multiple categories, impactful and trend-setting deals and a visionary executive leader.
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, and provides comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 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.