The acquisition of the Maryland-based plan consultant closed on December 2. SageView Advisory Group announced the acquisition of OnTrack 401(k), a Maryland-based retirement plan consulting firm with ...

California based RIA firm SageView Advisory Group has announced an acquisition to expand its national footprint and boost its capabilities. The 36-year-old firm has acquired institutional retirement ...

SageView Advisory Group, an independent retirement and personal wealth management consulting firm, added Brian Cressey to its Irvine office staff. The addition is an effort by the company, an NRP ...

The RIA giant Creative Planning is acquiring SageView Advisory Group in a deal set to bolster its expertise in retirement planning and more than double its assets under management. Processing Content ...

NEWPORT BEACH, Calif., May 6, 2025 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is proud to announce that Lisa Drake, Managing Director, ...

SageView Advisory Group, an independent RIA overseeing $238 billion in assets, has acquired Capital Strategies Investment Group (CAP STRAT), an institutional retirement plan consulting and wealth ...

SageView Advisory Group, which is backed by Aquiline Capital Partners, has acquired Oakbrook Terrace, Illinois-based Cap Strat, a retirement plan consulting and wealth management firm. No financial ...

True North Advisors and SageView are both deepening their presence in key US markets, while a newly independent firm, Spiegelman Wealth Management, has opened its doors in California’s East Bay.

SageView Advisory Group, a large registered investment advisory firm in Newport Beach, Calif., has acquired Capital Strategies Investment Group, which operates as Cap Strat, a retirement plan ...

NEWPORT BEACH, Calif., July 14, 2025 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is enhancing its presence in North Carolina to support ...

NEWPORT BEACH, Calif., Aug. 14, 2025 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, announced today it has acquired CAP STRAT (Capital ...