The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

61. Sage Financial Group

CNBC.com staff@CNBC
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Sage Financial Group, based in West Conshohocken, Pennsylvania, is ranked No. 61 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $3.1B

Years in Business: 35

Accounts Under Management: 800

Previous appearances on FA 100 List: 5 (No. 22 in 2023)

Principals:

Alan Cohn, Co-founder & Co-President

Stephen Cohn, Co-founder & Co-President

Contact:

sagefinancial.com

300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

(484) 342-4400

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