SageView Recognized Among 2025 Top DC Advisor Teams by NAPA

Sixteen teams acknowledged on annual list of leading retirement plan advisory teams


NEWPORT BEACH (April 1, 2025) SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is proud to have 16 of its retirement plan advisor teams recognized by the National Association of Plan Advisors (NAPA) on its list of 2025 Top DC Advisor Teams.

NAPA’s Top DC Advisor Teams honors teams in a single physical location that have at least $100 million in defined contribution assets under advisement.

The SageView teams on the 2025 list are in:

  • SageView Richmond, Virginia
  • SageView Newport Beach, California
  • SageView Phoenix
  • SageView Boston
  • SageView Southeast (Atlanta and Knoxville)
  • SageView Woodside, California
  • SageView Wayzata, Minnesota
  • SageView Seattle
  • SageView Chicago
  • SageView West Palm Beach, Florida
  • SageView San Diego
  • SageView Dallas/Fort Worth
  • SageView Eden Prairie, Minnesota
  • SageView Louisville, Colorado
  • SageView Valencia, California
  • SageView Frederick, Maryland

The Top DC Advisor Teams listing can be seen here.