SagePoint Financial, Inc. is one of the nation's largest independent broker-dealers, with a history of serving financial professionals and their clients. The firm provides a comprehensive platform of resources, technology, investment solutions, and operational support to independent financial advisors. These advisors, in turn, offer services like wealth management, retirement planning, and investment advice to individuals, families, and businesses. In 2023, SagePoint's parent company, Advisor Group, rebranded to Osaic, and SagePoint now operates as a distinct brand within the Osaic network.

Founded in

United States