SageView
SageView Advisory Group is an independent RIA firm serving institutional retirement plan sponsors and individual investors and families with retirement plan consulting, wealth management, and financial wellness solutions, reporting $235 billion in client assets under advisement across 34 U.S. offices.
- Company typePrivate
- Founded1989
- HeadquartersNewport Beach, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What SageView does
SageView Advisory Group is an independent Registered Investment Advisor (RIA) firm founded in 1989 in Southern California and headquartered in Newport Beach, California. The firm serves two primary constituencies: institutional retirement plan sponsors seeking investment oversight, fiduciary support, compliance consulting, and financial wellness solutions; and individual investors, executives, professionals, business owners, and multi-generational families seeking wealth management, retirement planning, investment guidance, and estate/legacy planning. SageView reports $235 billion in client assets under advisement across 1,700+ organizations and 5,000+ individuals and families, delivered through 34 offices nationwide supporting clients in every U.S. state.
The firm's core offerings are Retirement Plan Consulting for institutional plan sponsors and Wealth Management for individuals and families, supplemented by Financial Wellness Solutions and the proprietary PersonalSAGE Financial Wellness platform, which provides tools and resources for personal financial management and retirement planning. SageView's business model is relationship-based advisory services delivered through an enterprise field sales motion — dedicated advisors across 34 offices practicing consultative selling with fiduciary support. Revenue is generated through advisory and consulting fees for retirement plan consulting, investment oversight, compliance consulting, and wealth management. Pricing is not publicly disclosed; it is quote-based and custom to plan size, assets under advisement, and service scope, typically billed annually.
SageView is private equity-backed, owned by Aquiline Capital Management. In August 2025 it acquired Cap Strat, a retirement planning and wealth management firm, retaining the acquired brand. Subsequently, SageView announced it is being acquired by Creative Planning, which is expanding further into the wealth and retirement space. The firm has been recognized by Forbes as one of America's Top RIAs for three consecutive years (2023–2025) and has received multiple NAPA industry awards.
SageView firmographics
Firmographics- Name
- SageView
- Legal name
- SageView Advisory Group, LLC
- Website
- https://sageviewwealth.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- SageView Advisory Group is an independent RIA firm serving institutional retirement plan sponsors and individual investors and families with retirement plan consulting, wealth management, and financial wellness solutions, reporting $235 billion in client assets under advisement across 34 U.S. offices.
- Ownership category
- akta.pro rank
SageView industry classification
Industry- Product category
- Wealth Management and Retirement Plan Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Pension Funds (525110)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where SageView is headquartered
LocationHeadquarters
- HQ city
- Newport Beach
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SageView business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory and Consulting Fees: Revenue generated through advisory fees for retirement plan consulting, investment oversight, compliance consulting, and wealth management services provided to institutional and individual clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Institutional Retirement Plan Services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
SageView product offering
Product offeringCore offering
SageView Advisory Group is an independent Registered Investment Advisor (RIA) firm providing retirement plan consulting for institutional plan sponsors and wealth management services for individual investors, executives, professionals, business owners, and multi-generational families. The firm delivers investment oversight, plan sponsor support, compliance consulting, and financial wellness solutions, supported by the proprietary PersonalSAGE Financial Wellness platform, through 34 offices nationwide overseeing $235 billion in client assets under advisement.
Product overview
SageView Advisory Group is an independent Registered Investment Advisor (RIA) firm offering a unified wealth management and retirement planning platform. The core offerings consist of Retirement Plan Consulting for institutional plan sponsors and Wealth Management services for individuals and families, supported by Financial Wellness Solutions and the PersonalSAGE Financial Wellness platform. In August 2025, SageView expanded its portfolio by acquiring Cap Strat, a retirement planning and wealth management firm, further strengthening its capabilities. The firm serves 1,700+ organizations and 5,000+ individuals and families with $235 billion in client assets under advisement across 34 offices nationwide.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Plan Consulting Comprehensive retirement plan consulting services for institutional plan sponsors including investment oversight, plan sponsor support, and compliance consulting.
- Wealth Management Wealth management services for individuals and families including investment guidance, financial planning, and legacy planning for multi-generational families, executives, professionals, and business owners.
- PersonalSAGE Financial Wellness Platform
Quantifiable outcome
- $235 billion in client assets under advisement
- +1 more outcomes
Companies that use SageView
Customer profileSegments2 records
Ideal customer profiles2 records
SageView technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
SageView partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cap StratcoreSageView Advisory Group, backed by private equity firm Aquiline, acquired Cap Strat, a retirement planning and wealth management firm. This acquisition expands SageView's capabilities and market presence in the retirement planning and wealth management space.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
SageView competitors and assessment
Company assessmentDirect peers
- CAPTRUST: One of the largest independent RIA firms in the U.S. with a primary focus on institutional retirement plan consulting for plan sponsors, alongside personal wealth services — directly comparable to SageView's dual-engine model.
- Edelman Financial Engines: Large RIA combining workplace retirement plan services (including advice inside 401(k) plans) with personal financial planning and wealth management — closely aligned with SageView's institutional and individual offerings.
- Mariner Wealth Advisors: National independent RIA providing retirement plan advisory and wealth management for individuals and families, with an active acquisition-led growth strategy comparable to SageView's.
- Mercer Advisors: Large national RIA offering institutional retirement plan consulting alongside wealth management for households and individuals — a comparable scaled, multi-channel advisory platform.
- Mesirow Financial: Independent advisory firm providing institutional retirement plan services, investment management, and personal wealth services — overlapping directly with SageView's core offerings.
- Beacon Pointe Advisors: Multi-family office and RIA with institutional retirement plan advisory and personal wealth management — comparable client mix and growth-via-acquisition model.
- Homrich Berg: Independent RIA providing retirement plan consulting, wealth management, and family office services with a national footprint and PE backing — directly comparable in business model and scale tier.
Broad incumbents
- Creative Planning: One of the largest independent RIAs in the U.S. and SageView's announced acquirer; offers comprehensive wealth management, retirement, and estate planning with a national footprint broader than SageView's institutional retirement focus.
- Brown Brothers Harriman: Long-established private bank and investment manager offering institutional retirement plan custody and advisory services, plus private wealth — an incumbent with broader capabilities than SageView's pure-RIA focus.
- LPL Financial: Largest independent broker-dealer in the U.S. supporting thousands of RIAs and financial advisors, including retirement plan services — an adjacent incumbent with overlapping retirement and wealth management channels.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
SageView compliance and trust
Trust signalCompliance1 record
SageView financial estimates
Financial estimateRevenue estimate
Valuation estimate
SageView leadership team
Management profileNumber of profiles
SageView subsidiaries and ownership
Company hierarchySubsidiaries1 record
SageView funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SageView M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SageView
What does SageView do?
SageView Advisory Group is an independent Registered Investment Advisor (RIA) firm providing retirement plan consulting for institutional plan sponsors and wealth management services for individual investors, executives, professionals, business owners, and multi-generational families. The firm delivers investment oversight, plan sponsor support, compliance consulting, and financial wellness solutions, supported by the proprietary PersonalSAGE Financial Wellness platform, through 34 offices nationwide overseeing $235 billion in client assets under advisement.
Is SageView a public or private company?
SageView is a private company. It is classified as private equity controlled and is currently operating.
When was SageView founded?
SageView was founded in 1989. It employs 101 to 250 people.
Where is SageView based?
SageView is headquartered in Newport Beach, United States, in the North America region.
How does SageView make money?
One revenue line is on record: advisory and Consulting Fees.
Who are SageView's main competitors?
Direct peers on record are CAPTRUST, Edelman Financial Engines, Mariner Wealth Advisors, Mercer Advisors, Mesirow Financial, Beacon Pointe Advisors and Homrich Berg. Broad incumbents are Creative Planning, Brown Brothers Harriman and LPL Financial.
Does SageView have an API?
No public API is recorded for SageView.
What industry is SageView in?
SageView's product category is Wealth Management and Retirement Plan Advisory. Its primary akta.pro industry code is FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)), with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.