Sage Advisory Services, based in Austin, TX, is ranked No. 37 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $15.3B (AccuPoint Solutions)
Years in Business:Â 26 (AccuPoint Solutions)
Accounts Under Management: 4,888 (AccuPoint Solutions)
Previous appearances on FA 100 List:Â 0
Principals:
Robert Smith, President & Co-Chief Investment Officer
Thomas Urano, Co-Chief Investment Officer & Managing Partner
Robert Williams, Managing Partner & Chief Investment Strategist
Contact:
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
(512) 327-5530
