Sageview Advisory Group

About Sageview Advisory Group

<p>From its Newport Beach headquarters in Orange County, Sageview Advisory Group advises retirement plan sponsors and individual investors through a national office network that spans major metros from Chicago and Boston to Phoenix, Atlanta, and the Pacific Northwest.</p> <p>Founded in 1989, the firm has 278 employees and offices across California (including Valencia, Westlake Village, Culver City, San Diego, and Redwood City) plus locations in Texas (Irving, Katy, Austin), Washington (Bellevue), Oregon (Portland), Florida (West Palm Beach), Hawaii (Honolulu), and more. As of 2026, Sageview reports $250.0B in AUM.</p> <p>For employer-sponsored retirement plans, Sageview supports plan design, compliance work, and fiduciary services, including 3(21) and 3(38) roles. The firm also provides participant advice as part of broader workplace financial guidance.</p> <p>One point that sets Sageview apart is its CEFEX certification, which plan sponsors often look for when evaluating fiduciary and process oversight from <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Retirement plan advisory and investment oversight</li> <li>3(21) and 3(38) fiduciary services</li> <li>Plan design and ongoing compliance support</li> <li>Participant advice programs</li> <li>Fiduciary audit support</li> </ul>

Website: https://www.sageviewadvisory.com/

Founded: 1989

Employees: 278