SageView
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 201-500 Employees
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Overview
Headquarters
4000 Macarthur Blvd Ste 1050, Newport Be...Phone Number
(800) 814-8742Website
www.sageviewadvisory.comRevenue
$141.8 MillionIndustry
ZI Rank: 4
Signal Type
Dec
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May
ZI Rank
3
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4
About SageView
SageView Advisory Group, LLC is an independent registered investment advisor that provides retirement plan consulting and wealth management services to institutions and individuals across the United States. The firm advises defined contribution, defined benefit, and deferred compensation plans, while also supporting household wealth management through experienced financial advisors nationwide.Explore more
SageView Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
SageView
$141.8M
201-500
Private
<$5M
1989
JM
John MajorsManaging Director and Family Chief Financial Officer
$71.8M
201-500
Private
<$5M
1982
Steven LiebermanGroup of The Private Client Wealth Management, Llc President & CEO
Company Profile Activity
Activity Insights
SageView is experiencing very low activity levels compared to other companies in the Finance sector.
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SageView is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SageView.
SageView financials insights
Gather financial insights about SageView, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$2M
SageView Tech Stack
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Person-Based
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
SageView News & Media
SageView Congratulates Lisa Drake As New NAPA President
Drake to lead National Association of Plan Advisors for 2025-26 Term NEWPORT BEACH, Calif., May 6, 2025 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is proud to announce that Lisa Drake, Managing Director, Retirement Plan...SageView Acquires OnTrack 401(k) of Maryland, Deepens Institutional Retirement Plan Consulting Footprint
Team Joins From Global Retirement Partners with $400 Million in Assets Under Advisement NEWPORT BEACH, Calif., Dec. 4, 2024 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, announced it has acquired OnTrack 401(k) of Frederick,...SageView Collaborates with Transamerica to Launch Integrity Pooled Solutions
New Solution Offers Retirement Plan Exchange and Choice PEP Options for Plan Sponsors NEWPORT BEACH, Calif., June 25, 2024 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, has collaborated with Transamerica to launch Integrity Pooled...
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SageView Advisory Group, LLC is an independent registered investment advisor that provides retirement plan consulting and wealth management services to institutions and individuals across the United States. The firm advises defined contribution, defined benefit, and deferred compensation plans, while also supporting household wealth management thro... Read More
