Sage Financial Group Inc.

RIASEC Registered

Total AUM

$4.3B

Discretionary

$3.9B

91% of AUM

Avg account

$990K

Accounts

4,334

Employees

Advisory reps

Firm details

Headquarters: West Conshohocken, Pennsylvania
CRD number: 116574
Registered since: October 25, 2002
Website: www.sagefinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI92.66%
Individuals3.69%
Pooled Investment Vehicles2.03%
Charitable Organizations1.04%
Pension & Profit Sharing Plans0.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sage Financial Group Inc. is an independent registered investment adviser that has been SEC-registered since 2002. The firm operates as a capital allocator for both high-net-worth individuals and institutional clients, delivering financial planning, portfolio management across individual, pooled and institutional mandates, and selection of third‑party managers. Its fee schedules include percentage-of-AUM, fixed fees and performance-based arrangements. Sage reports that it incorporates ESG considerations into its investment process and is active in selecting alternative strategies alongside traditional public funds. The firm’s business activities also extend into serving pooled investment vehicles and advising other advisers; industry affiliations list roles such as law firm sponsor, general partner and managing member of pooled vehicles. Sage has been recognized in industry rankings, appearing on CNBC’s Top 100 Financial Advisory Firms in multiple years (including 2019, 2020, 2021, 2022 and 2025) and on lists from FA Magazine and the Financial Times in 2020.