The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive service that helps clients navigate through their financial life.
FA 100

62. Sage Financial Group

Sage Financial Group, based in Conshohocken, Pennsylvania, is ranked No. 62 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 50 on last year's CNBC FA 100 list.

Total AUM: $2B+

Years in Business: 31

Accounts Under Management: 654

Previous appearances on FA 100 List: 1 (No. 50 in 2019)

Principals:

Alan Cohn, Co-President

Stephen Cohn, Co-President

Contact:

sagefinancial.com

300 Barr Harbor Drive, Conshohocken, PA 19428

(484) 342-4400