SageView Recognized as a Top RIA Firm by Forbes Magazine

NEWPORT BEACH (NOV. 1, 2024) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, announced it has once again been recognized as one of America’s Top RIA Firms by Forbes magazine.

The third annual list ranks 250 RIA firms and “highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.” SageView made its first appearance on the 2023 list.

“Our continued inclusion on this list recognizes the passion and dedication of SageView’s advisors and team in delivering an exceptional wealth management client experience,” said John Longley, SageView’s CEO. “We are honored to be recognized as a leader in the industry.”

The Forbes ranking is based on an algorithm of qualitative criteria, mostly gained by Shook Research through telephone, virtual and in-person due diligence interviews and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approaches to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

SageView provides wealth management advisory services in addition to advising on more than 2,300 defined contribution, defined benefit and deferred compensation plans. It has acquired 10 firms since December 2020 when it established a partnership with Aquiline Capital Partners, a leading financial services and technology-focused private equity firm. SageView continues to identify new advisors through acquisitions and recruiting who are a strong cultural and growth fit for the firm.

See the full list at https://www.forbes.com/lists/top-ria-firms/.