SageView Advisory Group, LLC is an independent Registered Investment Advisor with over 270 employees located in more than 30 offices nationwide. The firm provides unbiased retirement plan and wealth management consulting services to clients throughout the U.S. We have been evaluating and advising institutions and individuals since 1989.
SageView advises on over 1,900 defined contribution, defined benefit and deferred compensation plans and more than 4,000 households totaling $151 billion of client assets. Our advisors each have extensive experience in the financial industry and have worked with some of the larget plans in the nation.
SageView is one of the few Advisory firms that holds and maintains the Centre for Fiduciary Excellence (CEFEX) Investment Advisor Certification. CEFEX, which audits SageView's fiduciary practices each year, randomly selects clients across the country and examines how we deliver our services.