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Insights

Acquisition Growth SageView Advisory Group's recent acquisitions, including Capital Strategies Investment Group and OnTrack 401(k), demonstrate active expansion in the institutional retirement and wealth management sectors. This creates opportunities to offer tailored services or partnership solutions to support their integration and growth strategies.

Industry Consolidation With Creative Planning Advisor Services planning to acquire SageView, the company is positioned within a consolidating industry landscape. Business development efforts can focus on providing innovative solutions to support M&A activities or help in integrating merged entities effectively.

Technology Stack SageView leverages a diverse suite of technological tools such as eMoney, Adobe Creative Suite, and Microsoft Word, indicating a focus on client engagement and operational efficiency. There is potential to introduce advanced fintech or compliance solutions to further enhance their digital infrastructure.

Market Position With advising on over $210 billion in assets and serving more than 1,700 institutions and households, SageView holds a significant market share in the financial advisory space. This offers targeted opportunities for premium service offerings, operational efficiencies, or client acquisition strategies.

Financial Scale Generating revenue between $250 million and $500 million with a dedicated team of 270 professionals, SageView is a robust business with capacity for further profitability and service expansion. This presents opportunities for scalable solutions in asset management, compliance, or technology upgrades to support their growth trajectory.

SageView Advisory Group Tech Stack

SageView Advisory Group uses 8 technology products and services including accessiBe, eMoney, Google Hosted Libraries, and more. Explore SageView Advisory Group's tech stack below.

  • accessiBe
    Accessibility
  • eMoney
    Accounting
  • Google Hosted Libraries
    Content Delivery Network
  • Lightbox
    Javascript Libraries
  • Microsoft Word
    Office Suites
  • Bootstrap
    UI Frameworks
  • Adobe Creative Suite
    Visualisation Software
  • Adobe Fonts
    Web Fonts

Media & News

SageView Advisory Group's Email Address Formats

SageView Advisory Group uses at least 1 format(s):
SageView Advisory Group Email FormatsExamplePercentage
FLast@sageviewadvisory.comJDoe@sageviewadvisory.com
93%
Last@sageviewadvisory.comDoe@sageviewadvisory.com
6%
First.Last@sageviewadvisory.comJohn.Doe@sageviewadvisory.com
1%

Frequently Asked Questions

Where is SageView Advisory Group's headquarters located?

Minus sign iconPlus sign iconSageView Advisory Group's main headquarters is located at 4000 Macarthur Boulevard Suite 1050 Newport Beach, California 92660 United States. The company has employees across 2 continents, including North AmericaEurope.

What is SageView Advisory Group's phone number?

Minus sign iconPlus sign icon You can contact SageView Advisory Group's main corporate office by phone at
+1-800-814-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SageView Advisory Group's stock symbol?

Minus sign iconPlus sign iconSageView Advisory Group is a publicly traded company; the company's stock symbol is N/A.

What is SageView Advisory Group's official website and social media links?

Minus sign iconPlus sign iconSageView Advisory Group's official website is sageviewadvisory.com and has social profiles on LinkedIn.

What is SageView Advisory Group's SIC code NAICS code?

Minus sign iconPlus sign iconSageView Advisory Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does SageView Advisory Group have currently?

Minus sign iconPlus sign iconAs of February 2026, SageView Advisory Group has approximately 216 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: A. B.Chief Growth Officer: S. G.Chief Financial Officer: C. W.. Explore SageView Advisory Group's employee directory with LeadIQ.

What industry does SageView Advisory Group belong to?

Minus sign iconPlus sign iconSageView Advisory Group operates in the Financial Services industry.

What technology does SageView Advisory Group use?

Minus sign iconPlus sign iconSageView Advisory Group's tech stack includes accessiBeeMoneyGoogle Hosted LibrariesLightboxMicrosoft WordBootstrapAdobe Creative SuiteAdobe Fonts.

What is SageView Advisory Group's email format?

Minus sign iconPlus sign iconSageView Advisory Group's email format typically follows the pattern of FLast@sageviewadvisory.com. Find more SageView Advisory Group email formats with LeadIQ.

When was SageView Advisory Group founded?

Minus sign iconPlus sign iconSageView Advisory Group was founded in 1989.

SageView Advisory Group

Financial ServicesCalifornia, United States201-500 Employees

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $210 billion in assets, representing more than 1,700 institutions and over 4,000 households.

Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity.
We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.

Section iconCompany Overview

Headquarters
4000 Macarthur Boulevard Suite 1050 Newport Beach, California 92660 United States
Phone number
+1-800-814-****
Website
sageviewadvisory.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $250M$500M

    SageView Advisory Group's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    SageView Advisory Group's revenue is estimated to be in the range of $250M$500M

Company Leadership

  • Stylized image of a person
    A. B.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. G.
    Chief Growth Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. G.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. S.
    Chief Investment Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    B. G.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. S.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    Chief Administrative Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. J.
    Senior Consultant, Retirement Plan Solutions & Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Partner
    Phone icon
    Mobile Phone

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