SageView Advisory Group Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • SageView Advisory Group's estimated annual revenue is currently $81.9M per year.(i)
  • SageView Advisory Group's estimated revenue per employee is $262,500

Employee Data

  • SageView Advisory Group has 312 Employees.(i)
  • SageView Advisory Group grew their employee count by 5% last year.

SageView Advisory Group's People

NameTitleEmail/Phone
1
Founder & ChairmanReveal Email/Phone
2
VPReveal Email/Phone
3
Chief Growth OfficerReveal Email/Phone
4
Chief Financial OfficerReveal Email/Phone
5
CEOReveal Email/Phone
6
VP, Participant Education and EngagementReveal Email/Phone
7
VP Business OperationsReveal Email/Phone
8
SVP FinanceReveal Email/Phone
9
SVP, Head Wealth Management Advisory ServicesReveal Email/Phone
10
SVP, Wealth Management OperationsReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M41-5%N/AN/A
#2
$42M1821%N/AN/A
#3
$27.7M132-3%N/AN/A
#4
$6.4M383%N/AN/A
#5
$25.2M1205%N/AN/A
#6
$36M1568%N/AN/A
#7
$299.3M101837%N/AN/A
#8
$3.2M2216%N/AN/A
#9
$5.4M323%N/AN/A
#10
$16.6M79N/AN/AN/A
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What Is SageView Advisory Group?

SageView Advisory Group is a registered investment advisory firm serving retirement plan sponsors throughout the United States. We advise on 401(k), 403(b), 457, defined benefit and deferred compensation plans and currently consult on more than $88 B in retirement plan assets. Headquartered in Irvine, CA with 23 offices nationwide. Registered Representative with and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC 1920 Main Street, Suite 800, Irvine, CA 92614 T: 949.955.1395 | SageView is not affiliated with Cetera Advisor Networks

keywords:Finance

N/A

Total Funding

312

Number of Employees

$81.9M

Revenue (est)

5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

SageView Advisory Group News

2022-03-30 - McPherson Moves to CAPTRUST

Dawn McPherson, CBFA, QPFC—one of NAPA's Top Women Advisors—has been ... worked as an account executive at SageView Advisory Group and an...

2022-03-22 - Pontera attracts yet another $45-million VC round for its 'held ...

"Advisors told us we need more than transparency. ... Carson Group and, more recently, the $175-billion-AUM SageView Advisory.

2022-03-22 - SageView Taps Ex-TD Ameritrade Exec to Head Wealth Mgmt

SageView Advisory Group says it has named Jim Dario as head of wealth management. Dario is tasked with “reimagining the firm's overall...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$99.4M3188%N/A
#2
$72.2M321N/AN/A
#3
$58.4M322N/AN/A
#4
$132.1M3220%$66.3M
#5
$60.4M3220%N/A