Sageview Advisory Group

Retirement Plan Advisor

Newport Beach, CA

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

Office Locations

  • Newport Beach, CA (Headquarters)
  • Chicago, IL
  • Valencia, CA
  • Phoenix, AZ
  • Boston, MA
  • Honolulu, HI
  • Oakbrook Terrace, IL
  • Atlanta, GA
  • Louisville, CO
  • Westlake Village, CA
  • Portland, OR
  • Bellevue, WA
  • Irving, TX
  • Katy, TX
  • Syracuse, NY
  • Fort Wayne, IN
  • Brownsville, WI
  • Glen Allen, VA
  • Wayzata, MN
  • Deer Park, IL
  • Kansas City, MO
  • Eden Prairie, MN
  • Birmingham, MI
  • Culver City, CA
  • High Point, NC
  • San Diego, CA
  • Fulton, MD
  • Franklin, TN
  • Knoxville, TN
  • Redwood City, CA
  • Austin, TX
  • West Palm Beach, FL

Accreditations & Certifications

  • Other

Services Offered

  • Fiduciary Audit Services
  • Compliance Services
  • Participant Investment Advice
  • Plan Design Consulting
  • 3(21) Investment Advisor
  • 3(38) Investment Manager

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $250.0B

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLANLATHAM & WATKINS LLP, CA$3.1B4,864
GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLANGENERAL ATOMICS, CA$2.8B12,686
NORTHEASTERN UNIVERSITY RETIREMENT PLANNORTHEASTERN UNIVERSITY, MA$2.6B9,197
WESTERN DIGITAL CORPORATION 401(K) PLANWESTERN DIGITAL CORPORATION, CA$2.5B6,598
TESLA, INC. 401(K) PLANTESLA, INC., TX$2.5B72,376
STANTEC 401(K) PLANSTANTEC CONSULTING SERVICES INC., AZ$2.3B12,098
PARSONS CORPORATION RETIREMENT SAVINGS PLANPARSONS CORPORATION, VA$2.3B10,546
ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. 401(K) INVESTMENT AND PROFIT SHARING PLANENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC., CA$2.1B5,110
KLA 401(K) PLANKLA CORPORATION, CA$2.1B7,680
SERVICENOW, INC. 401(K) PLANSERVICENOW, INC., CA$2.0B13,322
US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUSTUS ACUTE CARE SOLUTIONS, OH$1.9B6,627
ASTELLAS US RETIREMENT AND SAVINGS PLANASTELLAS US LLC, IL$1.9B3,459
ASML US EMPLOYEES' SAVINGS AND RETIREMENT PLANASML US, LLC, AZ$1.8B8,321
ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLANARDENT HEALTH PARTNERS, INC., TN$1.6B23,054
EVERGY, INC. 401K SAVINGS PLANEVERGY, INC., MO$1.5B4,722
EQUIFAX INC. 401K PLANEQUIFAX, INC, GA$1.5B6,424
VILLAGEMD 401(K) RETIREMENT SAVINGS PLANVILLAGE PRACTICE MANAGEMENT COMPANY, LLC, NY$1.4B17,015
AVAYA SAVINGS PLAN FOR SALARIED EMPLOYEESAVAYA INC., NJ$1.4B983
MORRISON & FOERSTER LLP RETIREMENT PLAN PART IMORRISON & FOERSTER LLP, CA$1.4B1,775
UNIVERSAL MUSIC GROUP 401(K) PLANUMG RECORDINGS, INC., CA$1.4B3,357

Showing top 20 of 543 plans serviced in 2025.

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