SageView Advisory Group
SageView Advisory Group is an SEC-registered independent RIA founded in 1989, serving 1,700+ institutional retirement plan sponsors and 80,000+ private wealth clients through 550+ advisors across 34 U.S. offices, with $235 billion in client assets under advisement. The firm combines retirement plan consulting, fiduciary services, and wealth management via its PersonalSAGE platform.
- Company typePrivate
- Founded1989
- HeadquartersIrvine, United States
- Headcount251–500
- GTM typeB2B and B2C
- OfferingServices
What SageView Advisory Group does
SageView Advisory Group, LLC is an independent, SEC-registered investment adviser founded in 1989 by Randy Long and headquartered in Newport Beach, California. The firm serves two primary client segments: institutional retirement plan sponsors (1,700+ organizations across 401(k), 403(b), 457, defined benefit, cash balance, and nonqualified deferred compensation plans) and individual investors and families (5,000+ private wealth clients per company materials, expanded to 80,000+ per the 2025 acquisition announcement). As of 12/31/2024, SageView reported $235 billion in client assets under advisement across 11,800+ retirement plans, supported by 275 employees and 550+ advisors operating from 34 offices nationwide covering all 50 U.S. states.
The firm's service platform combines institutional retirement plan consulting (fiduciary governance under 3(21) and 3(38) designations, investment monitoring, plan design, compliance consulting, and provider management) with comprehensive wealth management for high-net-worth individuals (financial planning, investment management, retirement planning, tax strategies, and estate planning). Its proprietary PersonalSAGE platform delivers financial wellness education and one-on-one coaching to plan participants, while the firm integrates with third-party technology providers including Envestnet (institutional plan portal), Tamarac (wealth portal), eMAPlan (financial planning), and Fidelity and Schwab (custodial account viewing). Revenue is generated primarily through recurring AUM-based advisory fees and retirement plan consulting fees across both business lines.
SageView's growth has been substantially acquisition-driven: following a 2017 strategic partnership with Aquiline Capital Partners (which held a majority stake), the firm executed eight acquisitions between 2021 and 2025, including MJM401k ($17B AUA, 2021), Capital Strategies Investment Group (~$25B AUM, August 2025), and OnTrack 401(k), Palmer Retirement Consulting, Retirement Benefits Group, Bloomfield Hills Financial, kPlans, Summit Financial Consultants, and Lakeview Wealth Management. In October 2025, Creative Planning announced its acquisition of SageView, creating a combined entity with $640 billion in client assets; the deal is scheduled to close later in 2025 with Aquiline exiting its position.
SageView Advisory Group firmographics
Firmographics- Name
- SageView Advisory Group
- Legal name
- SageView Advisory Group, LLC
- Website
- https://sageviewadvisory.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Acquired
- Headcount range
- 251–500 employees
- Short description
- SageView Advisory Group is an SEC-registered independent RIA founded in 1989, serving 1,700+ institutional retirement plan sponsors and 80,000+ private wealth clients through 550+ advisors across 34 U.S. offices, with $235 billion in client assets under advisement. The firm combines retirement plan consulting, fiduciary services, and wealth management via its PersonalSAGE platform.
- Ownership category
- akta.pro rank
SageView Advisory Group industry classification
Industry- Product category
- Investment Advisory & Retirement Plan Consulting
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Pension Funds (525110)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where SageView Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices34 records
Markets served
SageView Advisory Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: Fee-based investment advisory services for retirement plans and wealth management clients. Revenue generated through AUM-based fee structures.
- Retirement Plan Consulting Fees: Consulting fees for institutional retirement plan services including fiduciary oversight, plan design, compliance consulting, and investment monitoring.
- Wealth Management Services: Comprehensive wealth management and financial planning services for individuals and families, including investment management, retirement planning, tax guidance, and estate planning.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
SageView Advisory Group product offering
Product offeringCore offering
SageView Advisory Group is an independent Registered Investment Adviser that delivers institutional retirement plan consulting services to plan sponsors (401(k), 403(b), 457, defined benefit, cash balance, nonqualified deferred compensation) and comprehensive wealth management services to high-net-worth individuals, executives, professionals, business owners, and multi-generational families. The firm operates both discretionary 3(38) and non-discretionary 3(21) fiduciary investment services and extends participant outcomes through its proprietary PersonalSAGE financial wellness platform combining education and one-on-one coaching.
Product overview
SageView Advisory Group is an independent RIA offering a unified platform combining institutional retirement plan consulting and individual wealth management services. The core offerings include Institutional Retirement Plan Consulting (covering 401(k), 403(b), 457, Defined Benefit, and Cash Balance plans) and Wealth Management for individuals and families. The platform operates alongside add-on modules including PersonalSAGE financial wellness coaching, fiduciary services (both 3(21) and 3(38)), Market Commentary, Speaker Series webinars, Viewpoint Newsletter, and Resource Library. The company has been expanding through acquisitions and was acquired by Creative Planning in 2025, creating a combined entity managing $640 billion in assets.
Differentiator
Problem solved
Functional benefit
Brands
- PersonalSAGE: Financial readiness platform that provides education, resources and one-on-one financial coaching for plan participants, wherever they are in their financial journey. Strategic Advice, Guidance and Empowerment.
Products and services
- Institutional Retirement Plan Consulting Retirement plan consulting service for institutional plan sponsors providing fiduciary governance, investment oversight, plan design optimization, provider management, plan cost management, compliance consulting, and participant financial wellness across qualified and nonqualified plans.
- Wealth Management Comprehensive wealth management for high-net-worth individuals and families, including financial planning, retirement income planning, investment management, tax-efficient strategies, and estate planning delivered through dedicated wealth advisors.
- PersonalSAGE Financial Wellness Platform Financial readiness platform for retirement plan participants offering education, resources, and personalized one-on-one financial coaching delivered by coaches located throughout the country through in-person and technology-driven channels.
- 3(38) Fiduciary Investment Management Discretionary fiduciary investment management service under ERISA Section 3(38), allowing SageView to take discretion over investment selection and ongoing monitoring of retirement plan assets.
- 3(21) Fiduciary Consulting Non-discretionary fiduciary consulting service under ERISA Section 3(21), providing investment advice and recommendations to plan sponsors while they retain final decision-making authority.
Quantifiable outcome
- $235 billion in client assets under advisement
- +3 more outcomes
Companies that use SageView Advisory Group
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
SageView Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature3 records
SageView Advisory Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Franklin TempletonminorPartnership for the Voice of the American Workplace survey presentation, a joint webinar series on workplace benefits and financial wellness. SageView partnered with Franklin Templeton to present annual survey findings on worker and employer insights.
Scale indicators8 records
Recent moves7 records
Expansion highlights7 records
SageView Advisory Group competitors and assessment
Company assessmentDirect peers
- OneDigital: Large U.S. retirement plan advisory and wealth management firm combining institutional plan consulting with individual financial services. Directly comparable to SageView's dual-segment model and advisor-led service delivery.
- CAPTRUST: One of the largest independent retirement plan and investment advisory firms in the U.S., serving institutional plan sponsors and HNW individuals. Closely comparable to SageView's institutional retirement + wealth management dual focus and similar scale.
- Mariner Wealth Advisors: Large independent RIA providing wealth advisory, retirement plan consulting, and family-office services. Comparable in business model mix of institutional retirement and HNW individual wealth management.
- Mercer Advisors: National RIA offering wealth management and retirement plan consulting to individuals and institutions. Comparable to SageView in offering integrated retirement advisory with HNW wealth services at similar scale.
- Edelman Financial Engines: Major U.S. RIA combining retirement plan participant advice with HNW wealth management. Directly comparable to SageView in retirement-plan consulting and individual wealth services at national scale.
Broad incumbents
- Russell Investments: Global investment firm with significant U.S. retirement plan advisory and OCIO services. Comparable in institutional retirement focus but with broader asset management and consulting capabilities.
- Cetera Financial Group: Large broker-dealer and RIA platform serving independent financial advisors with retirement, wealth, and insurance solutions. Comparable retirement advisory offering with broader product and distribution footprint.
- BMO Wealth Management: Wealth and retirement advisory arm of a major North American bank. Comparable institutional retirement and HNW wealth management services with broader banking and capital markets capabilities.
- Goldman Sachs Personal Financial Management: Wealth management division of a global investment bank serving HNW individuals with retirement, investment, and planning services. Comparable HNW/retirement advisory focus at much larger institutional scale.
- Creative Planning: One of the largest independent RIAs in the U.S. that acquired SageView in 2025. Now SageView's parent; provides broad wealth management services and shares SageView's institutional retirement and HNW wealth focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
SageView Advisory Group social profiles
Digital presenceSageView Advisory Group compliance and trust
Trust signalCompliance1 record
SageView Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
SageView Advisory Group leadership team
Management profileNumber of profiles
Profiles11 records
SageView Advisory Group subsidiaries and ownership
Company hierarchySubsidiaries7 records
SageView Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SageView Advisory Group M&A and investment
M&A and investmentM&A9 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SageView Advisory Group
What does SageView Advisory Group do?
SageView Advisory Group is an independent Registered Investment Adviser that delivers institutional retirement plan consulting services to plan sponsors (401(k), 403(b), 457, defined benefit, cash balance, nonqualified deferred compensation) and comprehensive wealth management services to high-net-worth individuals, executives, professionals, business owners, and multi-generational families. The firm operates both discretionary 3(38) and non-discretionary 3(21) fiduciary investment services and extends participant outcomes through its proprietary PersonalSAGE financial wellness platform combining education and one-on-one coaching.
Is SageView Advisory Group a public or private company?
SageView Advisory Group is a private company. It is classified as corporate owned and is currently acquired.
When was SageView Advisory Group founded?
SageView Advisory Group was founded in 1989. It employs 251 to 500 people.
Where is SageView Advisory Group based?
SageView Advisory Group is headquartered in Irvine, United States, in the North America region.
How does SageView Advisory Group make money?
Three revenue lines are on record. Investment Advisory Fees are the primary driver. The others are retirement Plan Consulting Fees and wealth Management Services.
Who are SageView Advisory Group's main competitors?
Direct peers on record are OneDigital, CAPTRUST, Mariner Wealth Advisors, Mercer Advisors and Edelman Financial Engines. Broad incumbents are Russell Investments, Cetera Financial Group, BMO Wealth Management, Goldman Sachs Personal Financial Management and Creative Planning.
Does SageView Advisory Group have an API?
No public API is recorded for SageView Advisory Group.
What industry is SageView Advisory Group in?
SageView Advisory Group's product category is Investment Advisory & Retirement Plan Consulting. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 523940 and its SIC code is 6282.