SAGEVIEW ADVISORY GROUP, LLC

80 known aliases resolved via the canonical alias map

Market position · 2024

Plans served683+48 YoYRank #45 of mapped providers

Assets under administration$134.3B0.1%Market share · rank #110

Fees received$34MMedian $37,700/planSum across Schedule C direct + indirect

Net wins YoY+49134 won · 85 lostPlan-level switch detection

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