Garrett Stinson
SageView Advisory Group
Qualifications & Accolades
Garrett Stinson name 2018 Top 401 Advisors in the nation named by Financial Times, along with a number of his SageView colleagues. In 2018¹.
SageView was recognized in NAPA's Top Women Advisors List. Kyla Bolger was nominated as an All-Star, along with six Top SageView Women Advisors appeared on the 2018 list. Nominees respond to a series of questions, both quantitative and qualitative, about their experience and practice².
SageView is one of the few Advisory firms that holds and maintains the Centre for Fiduciary Excellence (CEFEX) Investment Advisor Certification. CEFEX, which audits SageView's fiduciary practices each year, randomly selects clients across the country and examines how we deliver our services.
In 2013, SageView was named as one of the Top 50 Wealth Managers by Forbes. Specifically, we were listed as the number one “RIA Giant” and the second fastest growing Registered Investment Advisory firm in the country³.
¹The Financial Times Top 401 Financial Advisors is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in six primary areas, The factors are: 1. Assets under management. 2. AUM growth rate 3. Years of experience 4. Compliance record 5. Industry certifications 6. Online accessibility. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401. Listing in this publication is not a guarantee of future Investment success. This recognition should not be construed as an endorsement of the advisor by any client.
²More than 500 nominations were provided by NAPA's extensive list of broker-dealer and RIA Firm Partners. Nominees were, in turn asked to respond to a series of quantitative and qualitative questions regarding their experience, education, team structure, accomplishments, and impact. Those responses were anonymized and then reviewed by a blue-ribbon (leadership from 4-5 of the major broker-dealer/RIA firms) panel of industry experts who, over the course of several weeks, selected the individuals honored in three separate categories: Captains: All-stars who happen to be principals, owners or team captains of their organizations. All-Stars: Top producers who have their own practice. Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor (some have been working with retirement plans longer, but not as a financial advisor). More than 12,000 votes were cast in support of these individuals, 18% of advisors received this award. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
³The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Research summary as of Oct. 2018: 25,732 nominations received, based on thresholds – 9,596 invited to complete online survey – 7,393 telephone interviews – 1,612 in-person interviews at Advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.