Six SageView Teams Recognized In Barron’s Ranking Of 2024 Top 100 Institutional Consulting Teams

NEWPORT BEACH (May 16, 2024) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is pleased to announce that six of its retirement plan consulting teams have been recognized by Barron’s as part of the 2024 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 Boston

SageView Minneapolis

SageView Newport Beach

SageView Phoenix

SageView Southeast (Atlanta and Knoxville)

SageView Woodside

“SageView has long distinguished itself as an innovative leader in the institutional retirement space and we are honored to be recognized by one of the industry's most respected publications for our work in this sector,” said SageView CEO John Longley. “I'm proud of the passion and drive our teams demonstrate in this area as they continue to provide solutions for our clients.”

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, 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.