# Sageview Advisory Group Source: https://planprovider.pro/provider/sageview-advisory-group > From its Newport Beach headquarters in Orange County, Sageview Advisory Group advises retirement plan sponsors and individual investors through a national of… Retirement Plan Advisor Newport Beach, CA ## About Sageview Advisory Group

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.

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.

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.

One point that sets Sageview apart is its CEFEX certification, which plan sponsors often look for when evaluating fiduciary and process oversight from plan advisors and other retirement plan providers.

Website: [https://www.sageviewadvisory.com/](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). | Plan|Sponsor|Assets|Participants| | LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN|LATHAM & WATKINS LLP, CA|$3.1B|4,864| | GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN|GENERAL ATOMICS, CA|$2.8B|12,686| | NORTHEASTERN UNIVERSITY RETIREMENT PLAN|NORTHEASTERN UNIVERSITY, MA|$2.6B|9,197| | WESTERN DIGITAL CORPORATION 401(K) PLAN|WESTERN DIGITAL CORPORATION, CA|$2.5B|6,598| | TESLA, INC. 401(K) PLAN|TESLA, INC., TX|$2.5B|72,376| | STANTEC 401(K) PLAN|STANTEC CONSULTING SERVICES INC., AZ|$2.3B|12,098| | PARSONS CORPORATION RETIREMENT SAVINGS PLAN|PARSONS CORPORATION, VA|$2.3B|10,546| | ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. 401(K) INVESTMENT AND PROFIT SHARING PLAN|ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC., CA|$2.1B|5,110| | KLA 401(K) PLAN|KLA CORPORATION, CA|$2.1B|7,680| | SERVICENOW, INC. 401(K) PLAN|SERVICENOW, INC., CA|$2.0B|13,322| | US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST|US ACUTE CARE SOLUTIONS, OH|$1.9B|6,627| | ASTELLAS US RETIREMENT AND SAVINGS PLAN|ASTELLAS US LLC, IL|$1.9B|3,459| | ASML US EMPLOYEES' SAVINGS AND RETIREMENT PLAN|ASML US, LLC, AZ|$1.8B|8,321| | ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN|ARDENT HEALTH PARTNERS, INC., TN|$1.6B|23,054| | EVERGY, INC. 401K SAVINGS PLAN|EVERGY, INC., MO|$1.5B|4,722| | EQUIFAX INC. 401K PLAN|EQUIFAX, INC, GA|$1.5B|6,424| | VILLAGEMD 401(K) RETIREMENT SAVINGS PLAN|VILLAGE PRACTICE MANAGEMENT COMPANY, LLC, NY|$1.4B|17,015| | AVAYA SAVINGS PLAN FOR SALARIED EMPLOYEES|AVAYA INC., NJ|$1.4B|983| | MORRISON & FOERSTER LLP RETIREMENT PLAN PART I|MORRISON & FOERSTER LLP, CA|$1.4B|1,775| | UNIVERSAL MUSIC GROUP 401(K) PLAN|UMG RECORDINGS, INC., CA|$1.4B|3,357| Showing top 20 of 543 plans serviced in 2025. ## Other Retirement Plan Advisors in CA - [401(k) & 403(b) Fiduciary Advisors, Inc.](https://planprovider.pro/provider/401k-and-403b-fiduciary-advisors-inc) - San Jose, CA - [Allmerits](https://planprovider.pro/provider/allmerits) - Buena Park, CA - [Assuredpartners Investment Advisors](https://planprovider.pro/provider/assuredpartners-investment-advisors) - Tampa, FL - [Bellwether Investment Group, LLC](https://planprovider.pro/provider/bellwether-investment-group-llc) - Chattanooga, TN - [Innovative Wealth Building LLC](https://planprovider.pro/provider/innovative-wealth-building-llc) - California, MD - [Brighton Jones LLC](https://planprovider.pro/provider/brighton-jones-llc) - Seattle, WA - [Brio Financial Group](https://planprovider.pro/provider/brio-financial-group) - San Francisco, CA - [Carbon Collective Investing LLC](https://planprovider.pro/provider/carbon-collective-investing-llc) - Oakland, CA - [Commonwealth Financial Network](https://planprovider.pro/provider/commonwealth-financial-network) - Waltham, MA - [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/sageview-advisory-group) © 2026 PlanProvider.Pro