Sageview Advisory Group is a firm that provides financial advisor, investment management, consulting services, insurance, and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California and Massachusetts (although they are present in other states as well).
Most Sageview Advisory Group clients are colleges, universities, and professional schools, outpatient health care practitioners and facilities, hospitals, and trade associations with revenues ranging from $38 million to $643 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Population Council | 501(c)(3) | New York, NY | ||
| 2 | San Francisco Aids Foundation (SFAF) | 501(c)(3) | San Francisco, CA | ||
| 3 | Northeastern University (NU) | 501(c)(3) | Boston, MA | ||
| 4 | Merrimack College | 501(c)(3) | North Andover, MA | ||
| 5 | University of La Verne (ULV) | 501(c)(3) | La Verne, CA | ||
| 6 | PeaceHealth | 501(c)(3) | Vancouver, WA | ||
| 7 | Lowell General Hospital | 501(c)(3) | Lowell, MA | ||
| 8 | Cna Corporation | 501(c)(3) | Arlington, VA | ||
| 9 | Middle East Broadcasting Networks | 501(c)(3) | Springfield, VA | ||
| 10 | Resources Legacy Fund | 501(c)(3) | Sacramento, CA | ||
| ... | and 30 more Sageview Advisory Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sageview Advisory Group in the nonprofit sector include CBIZ Benefits and Insurance Services, Kestra Advisory Services LLC, Marquette and Associates, Aetna Inc, Morgan Stanley Smith Barney, Kibble and Prentice, Willis Towers Watson, CBIZ Financial Solutions Inc, Alight Solutions LLC, and Prudential Insurance Company.
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