Three SageView Advisors Recognized by AdvisorHub as 2025 Advisors to Watch

Cody Klein, Nicholas Lamb and Doug Webster Chosen for Business Growth, Client Service

NEWPORT BEACH, CA (JULY 21, 2025) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is proud to announce that three of its advisors have been recognized by AdvisorHub on its 2025 Advisors to Watch lists.

The publication created the rankings to “identify high-quality advisors from across the country who are growing their businesses and delivering exceptional service to clients.”

Doug Webster, Managing Director, Retirement Plan Consulting, was among the 250 advisors on the Under $1B list. 

Nicholas Lamb, Managing Director, Wealth Management, and Cody Klein, Managing Director, Wealth Management, were among the 100 advisors on the Solo list, which recognized individuals who are the sole advisor for their clients.

AdvisorHub creates its lists by evaluating financial advisors based on the scale of their business, professionalism and growth. Candidates must have at least seven years of experience, a minimum of $150 million in assets under management (AUM) and a clean regulatory record.

The full list of Advisors to Watch: Under $1B is available at https://www.advisorhub.com/advisors-to-watch-under-1b-2025/.

The full list of Advisors to Watch: Solo Advisors is available at https://www.advisorhub.com/advisors-to-watch-solo-2025/.