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SageView Advisory Group Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

SageView Advisory Group is an independent SEC-registered investment advisor in the financial services sector, advising clients on more than $270 billion in assets across more than 2,500 institutions. Securities are offered through Cetera Advisors LLC, a FINRA/SIPC member broker-dealer, while advisory services are provided through Cetera Investment Advisers LLC and SageView Advisory Group, LLC; Cetera entities are under separate ownership from the advisory firms. The company is based in Newport Beach, California, and is supported by a sizable team of professionals with diverse certifications to help clients pursue their financial goals.

Its client base includes institutional clients within the financial services landscape, and it operates within the Cetera ecosystem to deliver advisory services. In October 2025, SageView Advisory Group was acquired by Creative Planning Advisor Services, LLC, a development that reflects ongoing consolidation in the retirement-plan advisory space.

Find SageView Advisory Group employees' phone numbers or email addresses

SageView Advisory Group Global Highlights

Location
Employees

North America
332

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  • United States Of America
    332

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

SageView Advisory Group's Leadership

  • Chief Investment Officer at SageView Advisory Group
    B. G.
    Chief Investment Officer
    Mobile Phone
  • Chief Investment Officer at SageView Advisory Group
    F. S.
    Chief Investment Officer
    Mobile Phone
  • Chief Financial Officer at SageView Advisory Group
    T. N.
    Chief Financial Officer
    Mobile Phone
  • Partner at SageView Advisory Group
    S. C.
    Partner
    Mobile Phone
  • Vice President, Participant Education And Engagement at SageView Advisory Group
    K. W.
    Vice President, Participant Education And Engagement
    Mobile Phone
  • Managing Director at SageView Advisory Group
    M. G.
    Managing Director
    Mobile Phone
  • Managing Director at SageView Advisory Group
    S. P.
    Managing Director
    Mobile Phone
  • Foundation Director at SageView Advisory Group
    A. R.
    Foundation Director
    Mobile Phone

SageView Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Consultant
  • Finance
  • Operations
  • Sales
  • Analytics
  • Other
  • Marketing
  • Human Resources
  • Education
  • Banking
  • Community & Social Services
  • Accounting

Contact profiles from SageView Advisory Group

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer at SageView Advisory Group
    B. G.
    Chief Investment Officer
    Mobile Phone
    Oct 17, 2024
  • Chief Investment Officer at SageView Advisory Group
    F. S.
    Chief Investment Officer
    Mobile Phone
    Oct 16, 2024
  • Partner at SageView Advisory Group
    S. C.
    Partner
    Mobile Phone
    Oct 16, 2024
  • Chief Financial Officer at SageView Advisory Group
    T. N.
    Chief Financial Officer
    Mobile Phone
    Jan 02, 2024
  • Vice President, Participant Education And Engagement at SageView Advisory Group
    K. W.
    Vice President, Participant Education And Engagement
    Mobile Phone
    Aug 29, 2023
  • Managing Director at SageView Advisory Group
    M. G.
    Managing Director
    Mobile Phone
    Jun 26, 2026
  • Managing Director at SageView Advisory Group
    S. P.
    Managing Director
    Mobile Phone
    Sep 11, 2026
  • Foundation Director at SageView Advisory Group
    A. R.
    Foundation Director
    Mobile Phone
    Oct 17, 2024
  • Director Of Client Relations at SageView Advisory Group
    C. Q.
    Director Of Client Relations
    Mobile Phone
    Oct 18, 2024
  • Managing Director at SageView Advisory Group
    D. S.
    Managing Director
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is SageView Advisory Group known for?

Minus sign iconPlus sign iconSageView Advisory Group was founded in 1989 and operates in the Financial Services industry. You can contact SageView Advisory Group's main corporate office by phone at
+1-800-814-****
. Explore SageView Advisory Group's company overview page for more information.

What is SageView Advisory Group's most common email format?

Minus sign iconPlus sign iconSageView Advisory Group employees' email format typically follows the pattern of FLast@sageviewadvisory.com. Trying to find reliable and up-to-date employee contact data? Find more SageView Advisory Group email formats with LeadIQ.

How many employees does SageView Advisory Group have currently?

Minus sign iconPlus sign iconSageView Advisory Group has approximately 163 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are SageView Advisory Group's key employees and leadership?

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As of August 2026, SageView Advisory Group's key employees include:

  • Chief Investment Officer: B. G.
  • Chief Investment Officer: F. S.
  • Chief Financial Officer: T. N.
  • Partner: S. C.
  • Vice President, Participant Education And Engagement: K. W.

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