Sage Point Financial, Inc

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Since SagePoint was launched in 1970, we have been thoroughly committed as a firm to strengthening and supporting the advisors we serve. Along with delivering the right tools and the right systems to get the job done, we listen carefully to our advisors. This helps ensure that we are providing you with what you need to succeed and that you have the freedom to run your business the way you know it works best. It’s a commitment. The results of this approach are reflected in the numbers. More than 1,900 advisors now call SagePoint home and they generate an average annual GDC in excess of $178,000 with a total of $37 billion in client assets under management. With an impressive 98% retention rate and an average tenure of 10.7 years, we find that when advisors come to us, they stay and tend to stay for a long time. For over 45 years, SagePoint has been the first choice for advisors.