---
id: "entity-sageview-advisory-group"
type: "entity"
entityType: "organization"
canonicalName: "SageView Advisory Group"
aliases: ["SageView"]
source_timestamps: ["§ Readers Also Viewed These Items"]
tags: ["organization", "wealth-management"]
related: ["entity-randall-long"]
sources: ["spine"]
sourceVaultSlug: "hbr-seg-spine"
originDay: 1
articleStem: "hbr-tier1-04-ai-for-growth"
sourceUrl: "https://hbr.org/2026/06/companies-are-using-ai-for-efficiency-they-should-use-it-to-grow"
sourceTitle: "Companies Are Using AI for Efficiency. They Should Use It to Grow."
---
# SageView Advisory Group

**SageView Advisory Group** was an independent registered investment advisor specializing in retirement-plan and wealth advisory, formerly led by founder, chairman, and CEO **[[entity-randall-long]]**. It was **acquired by Creative Planning (a large national RIA) in December 2025**. SageView's profile — a mid-market wealth-management RIA — is the archetype behind the article's valuation math ([[concept-multiple-expansion]]).

**Canonical reference.** SageView firm site (archived) / Creative Planning acquisition announcement.