About Us

SagePoint Financial

Meet Our Team

Our senior home office team is comprised of industry veterans who know the ins and outs of the independent business model, respect the work advisors do for their clients every day, and are among the thought leaders in the industry.

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Sagepoint By the Numbers
One of the nation’s leading wealth management firms, SagePoint has been helping advisors for nearly 50 years.
1970

Founded

1,464

Advisors

11.4 Years

Advisor Tenure

99%

Retention Rate

800+

Employees

$289,400

Average GDC/Advisor

$47B

Total Client Assets Under Administration

2

Clearing Firms

Phoenix, AZ​

Headquarters

A PREMIER PRESENCE
Strength and scale with Advisor Group

SagePoint Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 5,000 affiliated advisors. Our structure allows us to invest significant resources across our network, so advisors 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?

Contact us

866.462.4432

20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

If you are an existing financial advisor interested in joining our firm, please complete the form below. All information is confidential.