SageView Ranked Among Largest Defined Contribution Advisor Firms By NAPA in 2024

Firm Ranked No. 3 on 2024 National List


NEWPORT BEACH (March 28, 2024) SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, was named one of the National Association of Plan Advisors’ (NAPA) Top Defined Contribution Multi-Office Firms. In addition, several of its individual office teams were listed as Top Defined Contributions Advisor Teams.

SageView’s more than $170 billion in Defined Contributions (DC) assets earned it a place among the 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 2024 list represents more than $2 trillion in assets.

The 2024 Top DC Advisor Multi-Office Firms listing can be seen here.

Additionally, SageView is pleased to have 13 teams make NAPA’s 2024 Top DC Advisor Teams list. This group is based on DC assets under advisement and comprised primarily of groups in a single location with at least $100 million in DC assets under advisement based on self-reported AUA as of Dec. 31, 2023. SageView honorees are based in Boston; Chicago; Denver; Honolulu; Minneapolis; Newport Beach, California; Phoenix; Richmond, Virginia; Seattle; Southeast (Knoxville and Atlanta); Valencia, California; West Palm Beach, Florida; and Woodside, California.

The Top DC Advisor Teams listing can be seen here.



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, DC area. More information about NAPA is available at napa-net.org.

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.