Deal Snapshot
SageView Advisory to Acquire USD 321m Wealth Manager Summit Financial Consultants
Tuesday 21 June 2022

California-based RIA firm SageView Advisory Group is acquiring California-based wealth management firm Summit Financial Consultants of Westlake Village, the firm said.

Summit Financial Consultants, which has USD 321m in assets under management, offers retirement planning and comprehensive financial planning to its clients. The agreement with Summit Financial Consultants is the sixth that SageView has announced since July 2021, and closely follows recent retirement and wealth management acquisitions.

Date Published: 21/06/2022