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SageView Advisory Group, LLC

Filed under: 401k Plan Consultant, Advisory Firm

Company info:

RIA department info:


  • 72 FTEs
  • Founded in 1989


What is the service or product you offer to RIAs?

SageView Advisory Group is a Registered Investment Advisory firm servicing the Plan Sponsors across the United States. Our services include: Investment Consulting, Fiduciary Training, Plan Design, Compliance Consulting, Actuarial Consulting, Executive Benefits and Wealth Management.

How do you differentiate your offering from competitors?

SageView has a local presence with national resources, a dedicated in-house investment team, in addition to proprietary tools and resources.

What else would you like to say about your business?

• SageView has a 30-year history working with fiduciaries and individual investors. • SageView has over $96B assets under management with over 1250 retirement plans under advisement • Our history gives us a long-term view on investment managers and providers through multiple market cycles. • SageView’s investment oversight committee provides an extra layer of due diligence for clients. • We have no product or investment affiliations which mean we are not beholden to any provider. We can utilize the best in class solutions for our clients. • Our national presence and client base enables SageView to negotiate optimal pricing and services.

Click here for recent press releases about SageView Advisory Group, LLC.

Click here for White Papers.

Who is SageView:

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