SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6,000 households. 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.
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SageView Advisory Group Questions
The SageView Advisory Group annual revenue was $72.2 million in 2024.
Jorge Bernal is the COO of SageView Advisory Group.
268 people are employed at SageView Advisory Group.
SageView Advisory Group is based in Newport Beach, California.
The NAICS codes for SageView Advisory Group are [52, 52393, 5239, 5242, 523, 524].
The SIC codes for SageView Advisory Group are [62, 628].
Top SageView Advisory Group Employees
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Jon Upham
President, Head of Institutional Retirement at SageView Advisory Group
Newport Beach, CA, US15+ -
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ViewChandra Lounsbury-Halverson
SVP, Head of Wealth Management Operations at SageView Advisory Group
Texas, United States52 -
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Natasha Pfeiffer
Chief Legal Officer and Corporate Secretary at SageView Advisory Group
Newport Beach, CA, US42
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