The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

25. Sage Financial Group

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Sage Financial Group, based in West Conshohocken, Pennsylvania, is ranked No. 25 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $3.6 billion
Accounts Under Management: 660
Years in Business: 36

  • Accepts clients in all 50 states
  • Physical offices in Pennsylvania
  • $1 million minimum asset threshold

Leadership and Contact Information:
Alan Cohn, co-founder and co-president
Stephen Cohn, co-founder and co-president

sagefinancial.com
300 Bar Harbor Drive, Suite 200, West Conshohocken, PA 19428
(484) 342-4400

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