About SageView Advisory Group
SageView Advisory Group is a Financial Services company based in Newport Beach (United States) founded in 1989 by Randall C Long, and was acquired by Creative Planning in October 2025. It operates as an investment consulting services are provided to clients by the firm. The company has 182 employees. SageView Advisory Group has completed 6 acquisitions, including Capstratig, Lakeview Wealth Management and OnTrack401k. Its chief executive is John Longley. Its focus areas include Investment Industry and Investment Consultants.
Company details
SageView Advisory Group was founded in 1989 and is headquartered in Newport Beach, United States. Operations are centered in the financial sector, where investment consulting services are offered to support client decision-making. The firm is led by founder Randall C Long, CEO John Longley, and Chief Financial Officer Christina Walsh. Advisory activities are conducted primarily from the U.S. base, focusing on strategic investment guidance without additional specified global reach.
- Headquarters Newport Beach, United States
- Employees 182
- Founders Randall C Long
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website sageviewadvisory.com
- Social LinkedIn X Facebook
- Acquired by Aquiline Capital Partners (Jan 2021)
- InvestorsCreative Planning
& 1 more
- Employee Count182
- Investments & AcquisitionsCapstratig
& 5 more
- Acquired by
Investors in SageView Advisory Group
SageView Advisory Group has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Creative Planning and Aquiline Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity and debt investments are directed toward financial sectors. | 2005 | aquiline.com | New York, United States | |
Provider of wealth management services | 1983 | creativeplanning.com | Overland Park, United States |
Investor details for SageView Advisory Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of SageView Advisory Group
58 people are tracked at SageView Advisory Group (39 in leadership, 19 in team); the tracked headcount is 182.
| Name | Role | Group |
|---|---|---|
Randall C Long | Founder | Leadership |
John Longley | CEO | Leadership |
Christina Walsh | Chief Financial Officer | Leadership |
Kolleen Schocke | Vp, Regional Practice Management | Leadership |
Jennifer Chan Purisima | Vice President, Retirement Plan Consultant | Leadership |
Julie Katsnelson | Vice President Marketing | Leadership |
Michael A. Coelho | Managing Director | Leadership |
Robert Patton | Managing Director | Leadership |
Randy Long | CEO | Leadership |
Desiree Cruise | Associate Vice President, Retirement Plan Consulting | Leadership |
Jenny Zhang | Vice President, Finance | Leadership |
Kerry Tapia | Vice President, Participant Education And Engagement | Leadership |
Jon T. Upham | President / Head Of Institutional Retirement | Leadership |
Tara Egan | Fractional Chief Human Resources Officer | Leadership |
Howard Biggs | Managing Director | Leadership |
Tom Lobaugh | Senior Vice President | Leadership |
Debbie Clark | Director Of Operations | Leadership |
Jessica Neves Menezes | Director Of Corporate Development | Leadership |
Chris Donnelly | Chief Advisory Services Officer | Leadership |
Steve Gaven | Chief Growth Officer | Leadership |
38 more people are available in the full profile.
Complete people profiles for SageView Advisory Group
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by SageView Advisory Group
SageView Advisory Group has strategically engaged in corporate development activities, having acquired 6 companies. Notable acquisitions include Capstratig, Lakeview Wealth Management and OnTrack401k.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Investment and retirement advisory services are offered to clients. | capstratig.com | Chicago, United States | 2009 | Aug 2025 | •••• | |
401k retirement plans are developed for companies by OnTrack401k. | ontrack401k.com | – | 0 | Dec 2024 | •••• | |
Provides comprehensive retirement planning and consulting services. | palmerrc.com | – | 0 | Jan 2024 | •••• | |
Wealth management and financial planning services are provided to clients. | lakeviewwm.com | Barrington, United States | 2003 | Dec 2022 | •••• | |
Wealth management and retirement planning services are offered to clients. | thewiseinvestor.net | Westlake Village, United States | 1985 | Jun 2022 | •••• | |
Investment, retirement, and wealth management services are provided. | cashbalanceinvest.com | Santa Clarita, United States | 2005 | Jun 2022 | •••• |
Complete acquisition details for SageView Advisory Group
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of SageView Advisory Group
9 dated milestones of SageView Advisory Group across 36 years, from founding to its latest funding, stage changes and deals.
- Founded SageView Advisory Group is founded.
- Exit Acquired by Aquiline Capital Partners.
- Acquisition Acquires kPlans Investment Services.
- Acquisition Acquires Thewiseinvestor.net.
- Acquisition Acquires Lakeview Wealth Management.
- Acquisition Acquires Palmerrc.
- Acquisition Acquires OnTrack401k.
- Acquisition Acquires Capstratig.
- Exit Acquired by Creative Planning.
Web traffic of SageView Advisory Group
The website of SageView Advisory Group (sageviewadvisory.com) receives about 6.3K visits a month.
- Monthly visits6.3K
▲ 12.1% vs previous month
Websites whose visitors overlap most with SageView Advisory Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| sageviewcapital.com | 100% | – | #3,134,821 | View details |
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as SageView Advisory Group (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 523 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | 186 | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about SageView Advisory Group
SageView Advisory Group was founded in 1989.
SageView Advisory Group is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.
John Longley is the current CEO of SageView Advisory Group.
SageView Advisory Group has 182 employees.
SageView Advisory Group was founded in 1989 and is headquartered in Newport Beach, United States. Operations are centered in the financial sector, where investment consulting services are offered to support client decision-making. The firm is led by founder Randall C Long, CEO John Longley, and Chief Financial Officer Christina Walsh. Advisory activities are conducted primarily from the U.S. base, focusing on strategic investment guidance without additional specified global reach.
SageView Advisory Group has made 6 acquisitions, including Capstratig, Lakeview Wealth Management, and OnTrack401k.
SageView Advisory Group has 2 investors. Key investors include Creative Planning, and Aquiline Capital Partners.
Yes. SageView Advisory Group was acquired by Aquiline Capital Partners in January 2021.