SagePoint Financial Q4 Recruiting Totals $1.4B in AUA

PR Newswire

PHOENIX, Dec. 21, 2017 /PRNewswire/ -- SagePoint Financial (SagePoint), a wealth management firm with more than 1,900 advisors nationwide, today announced that 15 advisory firms across the country with $1.4B in total client assets have chosen to join its rapidly growing network of financial advisors. Having all joined in the fourth quarter, these recruitments mark more than 160 advisors who have joined SagePoint, and 599 who have joined Advisor Group, since the start of 2017.

Advisor Group Inc. (PRNewsfoto/Advisor Group, Inc.)

The largest firm to join SagePoint in the past several weeks is Westborough, MA-based Legacy Financial Advisors, which manages more than $656M in client assets. Led by Managing Partner Paul Mauro, CLU, ChFC, Legacy Financial Advisors provides comprehensive wealth management solutions including retirement and estate planning, investment management, and insurance and tax services. Other firms that have joined SagePoint include:

Advent Financial Services, based in San 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 in Wichita, KS, is a full-service financial planning firm that manages $116.4M in client assets
The NBB Group, based in Barrington, 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 assets
Coda Financial Group, with locations in Honolulu, HI and Raleigh, 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: Jimmey Green, based in Ft. Lauderdale, FL; DACA Financial Group, based in San Diego, CA; T² Global Advisors, based in Chicago, IL; EH Financial Group Inc., based in San Gabriel, CA; Invest West, based in Denver, CO; Soodjinda Financial Services, based in Buena Park, CA; Vector Financial Solutions, Inc., based in Escondido, CA; Elizabeth Lucero, ChFC, based in Los Ranchos, NM; and Walden Wealth Management, LLC based in Irvine, CA.

"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 Jeff Auld, President and CEO of SagePoint Financial. "This past year has been one of continued upward momentum for SagePoint. That momentum enables us to evolve alongside the industry and maintain a flexible, open system that gives our advisors unparalleled support. As we close an exciting year, we look forward to the months ahead."

Supported by Advisor Group, one of the nation's largest networks of advisory firms, SagePoint provides independent advisors a flexible, open-architecture system that offers them full access to state-of-the-art technology, marketing and management systems – which can be fully adopted or integrated into an advisor's existing platform for an easy transition. Through SagePoint, advisors also have access to dedicated field support and extensive investment solutions.

"In today's rapidly evolving advisor landscape, advisors are looking for a true partner to help them run and grow their business," said Genevieve Hodges-Sisco, Senior Vice President, Recruiting, SagePoint Financial. "We're proud to serve as a trusted partner for these firms and anticipate continued growth in the new year."

For media inquiries regarding this announcement, contact: [email protected].

About SagePoint Financial

SagePoint Financial, Inc. is part of one of the nation's largest independent broker-dealer organizations and a Registered Investment Advisor, member FINRA and SIPC. SagePoint is supported by Advisor Group, one of the largest truly independent broker-dealer networks in the industry. The firm has approximately 1,900 advisors across the U.S. For more information, please visit www.sagepointfinancial.com.

About Advisor Group
Advisor Group, Inc. is one of the nation's largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $190 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.