The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2021 LIST

75. Sage Financial Group

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Sage Financial Group, based in Conshohocken, PA, is ranked No. 75 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $2.7B+

Years in Business: 32

Accounts Under Management: 675

Previous appearances on FA 100 List: 2 (No. 62 in 2020)

Principals:

Alan Cohn, Co-President

Stephen Cohn, Co-President

Contact:

sagefinancial.com

300 Barr Harbor Drive, Conshohocken, PA 19428

(484) 342-4400