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SageView Advisory Group

EST. AUM
$37,502,470,791

CONTACTS
42

CLIENT ACCOUNTS
1,301

Firm Details

Metro area Los Angeles
CRD Number 126777
Website sageviewadvisory.com
Client types

Overview

SageView Advisory Group, LLC is an independent Registered Investment Advisor with over 270 employees across more than 30 offices nationwide. The firm offers unbiased retirement plan and wealth management consulting services to clients throughout the U.S., having evaluated and advised 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, managing a total of $238.6 billion of client assets. Its advisors possess extensive experience in the financial industry and have worked with some of the largest plans in the nation. In January 2023, SageView Advisory Group acquired Michigan-based Bloomfield Hills Financial, a wealth management firm originally formed in 1999, which added $1.8 billion in AUM to SageView.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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