SageView Advisory Group

We transform the lives of our clients with financial solutions for institutional retirement plan sponsors and individual investors.

Financial consultant in Portland, OR (show on map)

SageView Advisory Group is an independent RIA offering institutional retirement plan consulting and personalized wealth management for individuals and families.

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About

SageView Advisory Group is a values-driven, independent Registered Investment Advisory firm headquartered in Newport Beach, CA. Since 1989, the firm has provided institutional retirement plan consulting (401(k), 403(b), 457(b), Defined Benefit, Cash Balance, NQDC, Endowments, Foundations, and Company Stock Plans) and personalized wealth management for individuals, families, executives, professionals, business owners, and multi-generational families.

SageView manages $235 billion in client assets under advisement across 34 offices nationwide and has been recognized by Forbes as a Top RIA for three consecutive years. The firm is now part of the Creative Planning family.

$235 billion in client assets under advisement

34 offices nationwide supporting clients in every state

Founded in Southern California in 1989

Forbes Top RIA for three consecutive years

PersonalSAGE financial wellness platform for plan participants

Customized, consultative experience with proprietary processes

Values-driven and results-oriented team

Services

Institutional Retirement Plan Consulting

Comprehensive consulting for plan sponsors including 401(k), 403(b), 457(b), Defined Benefit, Cash Balance, NQDC, Endowments, Foundations, and Company Stock Plans.

401(k) plan design and oversight 403(b) consulting 457(b) plan support Defined Benefit and Cash Balance Plans Nonqualified Deferred Compensation (NQDC) Endowment and Foundation consulting Company Stock Plan management Compliance consulting Investment oversight

PersonalSAGE Financial Wellness Platform

A financial readiness platform providing education, resources, and one-on-one financial coaching for plan participants at any stage of their financial journey.

Financial education resources One-on-one financial coaching Holistic wellness program support Available wherever participants are in their journey

Wealth Management for Individuals and Families

Personalized wealth management solutions including financial planning, retirement and income planning, investment management, estate planning, tax-efficient strategies, and legacy planning.

Financial Planning Retirement, Income and Legacy Planning Investment Management Estate Planning Tax-Efficient Strategies Debt Management Education and Goals Planning Equity Compensation Planning Benefit Plan Decisions Income and Investment Strategies

Investment Oversight and Management

Proprietary investment processes, sophisticated analysis, and high-quality investment research to support both institutional and individual clients.

Proprietary investment processes Sophisticated analysis High-quality investment research Customized solutions Fiduciary support

Credentials & Certifications

Forbes Top RIA

Since 2023

NAPA Top Retirement Plan Advisors Under 40

Since 2026

NAPA Women Retirement Consultants Excellence Recognition

Since 2026

Frequently Asked Questions

What types of retirement plans does SageView consult on? +

SageView provides consulting for 401(k), 403(b), 457(b), Defined Benefit and Cash Balance Plans, Nonqualified Deferred Compensation (NQDC) plans, Endowments and Foundations, and Company Stock Plans.

Is SageView Advisory Group part of a larger firm? +

Yes, SageView Advisory Group is now part of the Creative Planning family.

How much in assets does SageView manage? +

SageView manages $235 billion in client assets under advisement.

How many clients does SageView serve? +

SageView serves over 1,700 organizations and 5,000+ individuals and families.

Where is SageView Advisory Group headquartered? +

SageView is headquartered at 4000 MacArthur Boulevard, Suite 1050, Newport Beach, CA 92660.

Does SageView provide tax or legal advice? +

No. SageView does not provide legal, tax, or accounting advice. Clients should obtain their own independent advisors for such services.

What recognition has SageView received? +

SageView was named a Top RIA by Forbes for the third consecutive year (2025), and multiple advisors were recognized on the NAPA 2026 Top Retirement Plan Advisors Under 40 list and by NAPA for Excellence.

What financial planning services are offered for individuals and families? +

Services include Financial Planning, Retirement Income and Legacy Planning, Investment Management, Estate Planning, Tax-Efficient Strategies, Debt Management, Education and Goals Planning, Equity Compensation, and Benefit Plan Decisions.