SageView Teams Recognized As Top Advisors by National Association of Plan Advisors
Fifteen Teams Named to 2022 List of Top Defined Contribution Advisor Teams
NEWPORT BEACH (March 22, 2023) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, announced today that several of its individual office teams were listed as Top Defined Contribution Advisor Teams by the National Association of Plan Advisors (NAPA).
SageView is pleased to have 15 teams across the country make NAPA’s 2022 Top DC Advisor Teams annual list. The listing ranks teams with at least $100 million in DC assets under advisement that operate from a single physical location. The self-reported AUA is as of Dec. 31, 2022.
SageView honorees are based in Austin; Boston; Chicago; Denver; Honolulu; Minneapolis (Golden Valley); Minneapolis (Wayzata); Newport Beach; Phoenix; Richmond, Virginia; Seattle; Southeast (Knoxville and Atlanta); Valencia; Washington DC; and West Palm Beach.
The Top DC Advisor Teams listing can be seen here.
SageView was also named to NAPA's annual list of Top DC Advisor Multi-Office Firms for 2022. To be included, firms had to have more than one office/physical location and had to have in excess of $1 billion in DC assets under advisement. The full list of firms can be viewed here.
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.
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.