Sage Financial Group — Top 100 Financial Advisors 2025

Sage Financial Group, based in West Conshohocken, Pennsylvania, is ranked No. 25 on this year’s CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $3.6 billion
Accounts Under Management: 660
Years in Business: 36

Accepts clients in all 50 statesPhysical offices in Pennsylvania$1 million minimum asset threshold

Leadership and Contact Information:
Alan Cohn, co-founder and co-president
Stephen Cohn, co-founder and co-president

sagefinancial.com
300 Bar Harbor Drive, Suite 200, West Conshohocken, PA 19428
(484) 342-4400