Bloomberg

2014 Top 50 Registered Investment Advisers – The Bloomberg Markets ranking includes RIAs that provide financial planning services registered with the U.S. Securities and Exchange Commission which reported that more than 75 percent of their clients are considered high net worth, meaning they have at least $2 million in net worth or at least $1 million invested with the adviser.  The ranking is based on reporting to the SEC as of June 2, 2014. It used filings as of June 3, 2013. The ranking excludes those advisory firms that take commissions or are affiliated with a bank, insurer or other financial firm.  Sage Financial Group did not pay to participate in this ranking.  For more information about the ranking, including other firms listed, please follow this link:  Bloomberg