Wealth manager, independent · West Conshohocken, PA
Sage Financial Group Inc.
SEC-registered investment adviser · CRD 116574 · SEC 801-61553
At a glance
Sage Financial Group Inc. is an SEC-registered investment adviser based in West Conshohocken, Pennsylvania, with $4.3B in regulatory assets under management as of its Form ADV filed June 30, 2026. It reports 1,101 individual clients, 715 of them high-net-worth, holding an average of about $3.8 million each, and 28 employees. That ranks it 261st among the nation’s 5,657 independent wealth management RIAs and 16th of 260 in Pennsylvania. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 484-342-4400sagefinancial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.3B
- Rank among independent wealth managers
- #261 of 5,657
- Rank among all SEC RIAs
- #2,319 of 17,210
- Rank in Pennsylvania
- #16 of 260
- Individual clients
- 1,101
- High-net-worth clients
- 715
- Accounts
- 4,334
- Discretionary
- 91% of AUM
- Employees
- 28
- Advisory staff
- 21
- Offices
- 3
Owners and executives on its Form ADV
- Alan J. CohnCo-President, CFO, CIO, Director
- Stephen L. CohnCo-President, COO, Director
- John J. SionChief Compliance Officer, Partner
- Mitchell E. BednoffVice President, Partner
Custody and brokerage
Broker-dealer
No broker-dealer ties
Sage Financial Group Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 715 | $4.0B | 93% |
| Individuals | 386 | $158M | 4% |
| Pooled investment vehicles | 4 | $87M | 2% |
| Charitable organizations | 7 | $45M | 1% |
| Pension and profit sharing plans | 3 | $22M | <1% |
| Corporations or other businesses | 1 | $3M | <1% |
Private funds
Sage Financial Group Inc. reports 4 private funds with $87M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Sage Financial Group Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗sagefinancial.com ↗
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Legacy Advisors, LLCPlymouth Meeting | $5.2B | 306 |
| JFS Wealth Advisors, LLCHermitage | $4.7B | 2,216 |
| Wharton Business Group, LLCMalvern | $4.6B | 100 |
| Wescott Financial Advisory Group LLCPhiladelphia | $4.2B | 769 |
| Nordwand AdvisorsRadnor | $4.0B | 57 |
| Bryn Mawr Trust Advisors, LLCPhiladelphia | $3.5B | 1,335 |
Background
Questions
How much does Sage Financial Group Inc. manage?
Sage Financial Group Inc. reports $4.3B in regulatory assets under management across 4,334 accounts, 91% of it on a discretionary basis, on its Form ADV filed June 30, 2026.
How many clients does Sage Financial Group Inc. have?
It reports 1,101 individual clients: 715 high-net-worth individuals and 386 other individuals. Individuals account for about 96% of its regulatory assets.
Where is Sage Financial Group Inc. headquartered?
Its main office is in West Conshohocken, Pennsylvania. It reports 3 offices in total and 28 employees, 21 of whom perform investment advisory functions.
How does Sage Financial Group Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Sage Financial Group Inc. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed June 30, 2026, it reports these amounts held: Charles Schwab ($4.0B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Sage Financial Group Inc. a hybrid RIA with a broker-dealer?
Sage Financial Group Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Sage Financial Group Inc. a fiduciary?
As an SEC-registered investment adviser, Sage Financial Group Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Sage Financial Group Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →