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SAGEVIEW ADVISORY GROUP, LLC

78 known aliases resolved via the canonical alias map

Market position · 2024

Plans served676+41 YoYRank #46 of mapped providers
Assets under administration$130.3B0.1%Market share · rank #110
Fees received$34MMedian $37,600/planSum across Schedule C direct + indirect
Net wins YoY+47133 won · 86 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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