Sage Financial Group Inc.

Sage Financial Group Inc.

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Five Tower Bridge 300 Barr Harbor Drive, Suite 200

West Conshohocken, PA 19428

484-342-4400

sagefinancial.com

No. advisers: 22

AUM: $1,838,268,724

Asset Breakdown

Staff
Employees 22
Clients
High-net-worth individuals 51-75%
Financial planning clients 251-500
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees Yes
Total AUM Total Accounts Avg. Account AUM
Discretionary $1,620,960,126 2,629 $616,569
Non-discretionary 217308598 251 $865,771
Total $1,838,268,724 2,880 $638,288

InvestmentNews honors firm best practices

October 25, 2017 - InvestmentNews recognized 21 financial advice firms with Best Practices awards on Oct. 17, at a ceremony held in Boston. These firms rank among the top quartile of more than 700 independent advisory firms that participated in the 2017 Adviser Compensation...

InvestmentNews names winners of its 2017 Best Practices Awards

October 17, 2017 - InvestmentNews has announced the winners of its 2017 Best Practices Awards, an initiative that recognizes the top-performing and most innovative firms in the financial advice industry. The winners were identified through their participation in InvestmentNews'...

Slowing revenue growth in advice business will impact career development

October 17, 2017 - Advisory firm growth has been in decline for three years and the dangers of that extend beyond smaller budgets and lower business valuations. Slower growth threatens the advisers' personal development, according to one industry expert. The rate of growth...

Press release: InvestmentNews names the financial advice industry's 2016 “Best Practices”

October 18, 2016 - New York, N.Y. – InvestmentNews today named the winners of the 2016 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry. The 12 winners of the InvestmentNews Best...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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