Sage Financial Accolades

Third-Party Rankings

Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations 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 Sage and our professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Sage or any of our professionals to receive the rankings disclosed below. These rankings are based upon specific criteria and methodology, as noted below. No ranking or recognition should be construed as an endorsement by any past or current client of Sage or our professionals.

Barron’s Magazine: 2023 Top 1,200 Financial Advisors

Barron’s state-by-state ranking of the top financial advisors in the United States (March 10, 2023). 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.

The Financial Times: 2020 Top  300 Registered Investment Advisers

The 2020 Financial Times Top 300 Registered Investment Advisers is an independent listing produced by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research, and 300 RIA firms were ranked based on data submitted by some 760 qualified RIA firms across the nation. As identified by the FT, the listing reflects each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

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: 2023 Best Places To Work

The 76 businesses appearing on the Philadelphia Business Journal list “2022 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. Sage Financial Group did not pay to participate in this ranking, and employee participation was completely voluntary. Sage was part of the Small Business Category that ranked firms with 10-49 employees. Sage was recognized on 7/26/2023. The information reflects the 2021 calendar year.

Philadelphia Business Journal: 2023 Top Money Managers

Money managers appearing on this list were ranked by total assets under management as of March 14, 2022. Information on this list was supplied by the individual firms through questionnaires and was not independently verified by The Philadelphia Business Journal.

InvestmentNews: 2018 Best Practices Awards

“The Best Practices winners are some of the most strategic and successful firms in the advice business,” said Mark Bruno, associate publisher at InvestmentNews and head of InvestmentNewsResearch. “Their leaders have a clear plan and vision for growing their firms and managing elite organizations. Acknowledging their accomplishments and telling their stories will help educate, inform, and influence the growth of the overall industry.”

To identify the 2018 Best Practices Award winners, InvestmentNewsResearch created composite scores based on several key metrics, including a firm’s rate of growth, profitability, and productivity level. The data was obtained from more than 700 independent advisory firms that participated in two of InvestmentNews‘ core benchmarking studies, the 2017 Adviser Compensation & Staffing Study and the 2017 Adviser Technology Study. The winners ranked among the top quartile of all participants. The final firms were selected after qualitative interviews conducted by the InvestmentNews Best Practices Committee.

CNBC Financial Advisor 100 

“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 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 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.
Sage was recognized on September 12, 2023. The list reflects the 2022 calendar year.