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| Happy Holidays!! thanks for using AUM13F!! |
| SageView Advisory Group LLC
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|---|---|
| CRD # | 126777 |
| SEC # | 801-64265 |
| CIK # | 0001914558 |
| AUM | $238.6 B (2025-07-24) |
| Employees | 248 (54% Investors, 35% Brokers) |
| Phone | 800-814-8742 |
| Address | 4000 MacArthur Blvd Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Autodesk Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,536 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,221 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2,563 | 226.1 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 64 | 8.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 57 | 0.1 |
| (n) Other | 49 | 0.3 |
| Total | 13,295 | 238.6 |
| By Discretionary | ||
| Discretionary | 11,267 | 37.3 |
| Non-Discretionary | 2,028 | 201.3 |
| Total | 13,295 | 238.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 238.0 | |
| Total | 13,295 | 238.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001914558] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
SageView Advisory Group LLC
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|
CA | 238.6 |
|
SageView Private Client Group LLC
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|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Raymond James Financial Services Advisors Inc
✚
|
FL | 344.9 |
|
Financial Engines Advisors LLC
✚
|
CA | 292.9 |
|
RBC Capital Markets LLC
✚
|
NY | 260.0 |
|
Voya Investment Management Co LLC
✚
|
NY | 253.8 |
|
Commonwealth Equity Services LLC
✚
|
MA | 209.7 |
|
Osaic Wealth Inc
✚
|
AZ | 200.3 |
|
Cetera Investment Advisers LLC
✚
|
IL | 163.8 |
|
Corient Private Wealth LLC
✚
|
FL | 143.6 |
|
Cambridge Investment Research Advisors Inc
✚
|
IA | 102.4 |
|
Janney Montgomery Scott LLC
✚
|
PA | 100.8 |