*All data as of 12/31/2021
Our senior home office team is comprised of industry veterans who know the ins and outs of the independent business model, respect the work financial professionals do for their clients every day, and are among the thought leaders in the industry.
Financial Professional Tenure
Advisor Group Employees
Average GDC / Financial Professional
*T-12 in excess of $10,000
Total Client Assets Under Administration
SagePoint Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals. Our structure allows us to invest significant resources across our network, so financial professionals enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.
Ready for an Extraordinary Partnership?
20 E. Thomas Road
Phoenix, AZ 85012
If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.