Overview
Assets Under Management: $238.6 billion
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 1,221
Average Client Assets: $2 million
Frequently Asked Questions
SAGEVIEW ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126777), SAGEVIEW ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
SAGEVIEW ADVISORY GROUP, LLC is headquartered in NEWPORT BEACH, CA.
SAGEVIEW ADVISORY GROUP, LLC serves 1,221 high-net-worth clients according to their SEC filing dated December 26, 2025. View client details ↓
According to their SEC Form ADV, SAGEVIEW ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SAGEVIEW ADVISORY GROUP, LLC is ranked #191 by Forbes in 2025. Learn more about these rankings ↓
SAGEVIEW ADVISORY GROUP, LLC manages $238.6 billion in client assets according to their SEC filing dated December 26, 2025.
According to their SEC Form ADV, SAGEVIEW ADVISORY GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 191
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 13,295
Discretionary Accounts: 11,267
Non-Discretionary Accounts: 2,028
Regulatory Filings
CRD Number: 126777
Filing ID: 2035340
Last Filing Date: 2025-12-26 12:35:55
Website: 37