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 financial professionals 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 financial professionals for nearly 50 years.

*All data as of 12/31/2021


Financial Professionals

13.8 Years

Financial Professional Tenure


Advisor Group Employees


Average GDC / Financial Professional
*T-12 in excess of $10,000


Total Client Assets Under Administration


Clearing Firms

Phoenix, AZ​


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 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?

Contact us


20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

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

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