FA 100

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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.
FA 100

37. Sage Advisory Services

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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: 26 (AccuPoint Solutions)

Accounts Under Management: 4,888 (AccuPoint Solutions)

Previous appearances on FA 100 List: 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:

sageadvisory.com

5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

(512) 327-5530