SAGEVIEW RANKED AMONG LARGEST DEFINED CONTRIBUTION ADVISOR FIRMS BY NAPA
Firm Takes Top Three Spot on National List for the 2021 Year
NEWPORT BEACH (March 31, 2022) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, was named one of the Top Defined Contribution Multi-Office Firms and several of its individual office teams were listed as Top Defined Contributions Advisor Teams by The National Association of Plan Advisors (NAPA).
SageView’s more than $170 billion in Defined Contributions (DC) assets earned it a place among the top three largest DC Advisor Multi-Office firms. Listed firms have more than one office or physical location and more than $1 billion in DC assets under advisement. The 2021 list represents more than $2 trillion in assets under advisement and about 27 million participants.
The Top DC Advisor Multi-Office Firms listing can be seen here.
SageView is pleased to have 13 teams across the country make NAPA’s 2021 Top DC Advisor Teams list. This group is based on DC assets under advisement, and comprised primarily of groups in a single location with least $100 million in DC assets under advisement based on self-reported AUA as of December 31, 2021. SageView honorees are based in Boston, Chicago, Denver, Honolulu, Minneapolis, Newport Beach, Phoenix, Richmond, San Francisco/East Bay, South Team (Knoxville and Atlanta), Washington D.C., West Palm Beach, and Woodside, California.
The Top DC Advisor Teams listing can be seen here.
SageView Founder, Managing Partner and CEO Randy Long, said, “SageView’s commitment to providing best-in-class services and unwavering support for retirement plan sponsors and individuals around the country fuels our continued growth across our business. We are honored to be named to this prestigious national list that highlights our ongoing work with plan sponsors and participants across the country.”
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.
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, with over $175 billion in assets under advisement.
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.