SagePoint Financial Q4 Recruiting Totals $1.4B in AUA
The largest firm to join SagePoint in the past several weeks is
Advent Financial Services , based inSan Diego, CA , is a third-party money manager and financial planning firm that manages$97.6M in client assets- Monarch Wealth & Retirement Strategies, based in
Woodland Hills, CA , is a wealth management platform and third party money manager which manages$114.7M in client assets Baxter & Associates , based inWichita, KS , is a full-service financial planning firm that manages$116.4M in client assetsThe NBB Group , based inBarrington, IL , is a full-service wealth management firm with a wide range of clients including individuals, business owners and families, and manages$119.3M in client assetsCoda Financial Group , with locations inHonolulu, HI andRaleigh, NC , specializes in diversified investment strategy, tax, insurance, estate and institutional planning, and manages$233.7M in client assets
In addition, SagePoint proudly added to its advisor network:
"We're incredibly proud to welcome so many new advisors and practices to our firm, all of whom have a deeply rooted commitment to impeccable client service and a strong desire to grow alongside us as partners," said
Supported by
"In today's rapidly evolving advisor landscape, advisors are looking for a true partner to help them run and grow their business," said
For media inquiries regarding this announcement, contact: [email protected].
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