SageView Ranked Among Top Firms by Financial Advisor Magazine
SageView ranked third-largest RIA by AUA and AUM
NEWPORT BEACH (July 18, 2024) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is pleased to announce that it has been ranked the third largest RIA by assets by Financial Advisor magazine. SageView has over $202 billion in AUA and AUM as of 12/31/23.
The 2024 FA RIA Survey and Ranking includes over 400 firms, ranging from under $50 million to over $1 billion. The data was compiled by Financial Advisor magazine provided through surveys completed by the firms. The 2024 FA RIA Ranking and Survey was created by Financial Advisor magazine. Presented in July 2024 based on data gathered during Q1 and Q2 of 2024.
FA's RIA survey is a ranking based on assets under management at the year-end of independent RIA firms that file their own ADV with the SEC. FA's RIA ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA's survey by the deadline. The publication aims to verify AUM by reviewing ADV forms.
To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $1 billion in assets under management as of December 31, 2023, to be included in the print edition of Financial Advisor magazine's 2024 RIA survey. Firms with under $1 billion will be included in FA's expanded 2024 online RIA survey.
See the full list here: https://www.fa-mag.com/news/2024-ria-survey-and-ranking-rias-confront-their-own-success-78697.html?section=133.
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.
For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742