Sage Financial Accolades

Third-Party Rankings

Please note limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations,  nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. The ranking is based on specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.  ANY QUESTIONS: Sage’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Barron’s Magazine: 2024 Top 1,200 Financial Advisors

Barron’s state-by-state ranking of the top financial advisors in the United States (March 8, 2024) for the 2023 calendar year. Factors included in the rankings are assets under management, revenues generated by advisors for their firms, and philanthropic work. Barron’s examines regulatory records, internal company documents, and extensive questionnaires filled out by the advisors themselves. Investment performance isn’t explicitly a criterion, because the advisors pursue a wide range of investment goals for their clients. A total of 1,200 advisors were ranked based on data provided by over 4,000 advisors across the nation. In the final list, advisors are ranked by state. The number of advisors included for each state was based on population. Sage Financial Group did not pay to participate in this ranking.

Client Retention – 98%

Our client retention rate is calculated annually and reflects a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.

Employee Retention – 98%

Our employee retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.

Philadelphia Business Journal: 2024 Best Places To Work

The 84 businesses appearing on the Philadelphia Business Journal list “2024 Best Places To Work” were assessed through an employee survey that measured key areas of an organization’s culture. These areas ranged from compensation and benefits to trust in senior leadership. The survey also measured the level of engagement exhibited by employees. Employee participation was completely voluntary. The Business Journal requiress a submission fee for consideration. Sage was part of the Small Business category, which ranked firms with 10-49 employees. Sage was recognized on 7/26/2024. The information reflects the 2023 calendar year. The Business Journal required a submission fee to be considered.

Philadelphia Business Journal: 2024 Top Money Managers

Money managers appearing on this list were ranked by total assets under management as of March 11, 2024. Information on this list was supplied by the individual firms through questionnaires and was not independently verified by The Philadelphia Business Journal. The information reflects the 2023 calendar year.

CNBC Financial Advisor 100 

Sage was recognized on October 2, 2024. The list reflects the 2023 calendar year.

“The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.”

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,896 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 903 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.
CNBC receives no compensation from placing financial advisory firms on our list. Additionally, an advisor’s appearance on our ranking does not constitute an individual endorsement by CNBC of any firm.