Client Login

ABOUT US

Disclosures

Washingtonian Awards (multiple years)

The Washingtonian editorial team distributes surveys to hundreds of people who work in the local financial industry. They are asked who they would trust with their own money. The team also does their own research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations. Click here for a detailed overview of their methodology.

Advisors do not pay a fee to be considered or awarded. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options.

Northern Virginia Magazine Awards (multiple years)

The Northern Virginia Magazine sends surveys to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. Those on the listing received the most nominations. Click here for a detailed overview of their methodology.

Advisors do not pay a fee to be considered or awarded. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options.

Five Star Wealth Manager Awards – Washington, DC (multiple years)

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options. The award is based on 10 objective criteria. Click here for more details.

In 2023, 2,627 Washington, D.C. area wealth managers were considered for the award; 160 (6% of candidates) were named Five Star Wealth Managers.

In 2022, 2,597 Washington, D.C. area wealth managers were considered for the award; 159 (6% of candidates) were named Five Star Wealth Managers.

In 2021, 2,091 Washington, D.C. area wealth managers were considered for the award; 121 (6% of candidates) were named Five Star Wealth Managers.

In 2020, 2,535 Washington, D.C. area wealth managers were considered for the award; 115 (5% of candidates) were named Five Star Wealth Managers.

In 2019, 1,956 Washington, D.C. area wealth managers were considered for the award; 122 (6% of candidates) were named Five Star Wealth Managers.

In 2018, 1,975 Washington, DC. wealth managers were considered for the award; 100 (5 per cent of the candidates) were named Five Star Wealth Managers.

In 2017, 1,417 Washington, DC wealth managers were considered for the award; 106 (13 percent of the candidates) were named Five Star Wealth Managers.

In 2016, 1,665 Washington DC wealth managers were considered for the award; 208 (13 percent of candidates) were named Five Star Wealth Managers.

In 2015, 1,837 Washington DC wealth managers were considered for the award; 227 (13 percent of candidates) were named Five Star Wealth Managers.

In 2012, 449 Washington DC wealth managers were considered for the award; 97 (approximately 22 percent of the award candidates) were named Five Star Wealth Managers.

Advisory HQ (multiple years)

Advisory HQ independently researches the top financial advisors and wealth management firms across the US, rating the best companies in each region. Their ranking process includes a wide range of filters, including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services, team excellence, and wealth of experience. Click here for a detailed overview of their methodology.

Advisors do not pay a fee to be considered or awarded. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options.

How We Help

KEY FACTS

Fiduciary Services: YES
Fee-Only Services: YES
Investment Minimum: $1 Million
Assets Managed: $300 Million

Make a wise investment in your future today.