SageView Teams Recognized In Top Institutional Consulting Ranking By Barron's
Four SageView Teams Included in Prestigious Ranking
NEWPORT BEACH, Calif. (April 19, 2023) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is pleased to announce that four of its retirement plan consulting teams have been recognized by Barron’s as part of the 2023 Top 100 Institutional Consulting Teams. The ranking specifically recognizes teams that specialize in investment consulting for defined-contribution plans, defined benefit plans, endowments and foundations.
Congratulations to the following SageView Teams:
SageView Newport Beach
SageView South (Atlanta and Knoxville)
SageView Minneapolis (Wayzata)
To determine the ranking, Barron’s uses a formula that features three major categories of calculations: (1) Assets (2) Revenue and (3) Quality of Practice. In addition to quantitative data, Barron’s evaluates teams on a range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size, shape and diversity of their teams, their charitable and philanthropic work, and compliance records.
The full list 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.