Sage Rutty is a boutique, hybrid RIA firm where you control your practice, and we handle the rest.  We provide our advisors with full-service support, similar to a wirehouse and our advisors are W-2 employees.  However, we offer complete flexibility in how advisors build and execute their clientele and business strategy. 

We believe your book is yours; you own it.  No non-competes and no deferred compensation to keep you tied up.  Our advisors are here because they want to be. 

We are invested in every advisor who joins Sage Rutty.  From practice co-investment to advisor compensation, we are committed to supporting our advisor's success because we believe this translates into client success and ultimately firm growth.  We have the highest payouts in the Rochester area, supply a robust marketing and financial planning department, and meticulously manage every advisor transition. 

To alleviate the burden of low and no-value add activities, we provide industry leading technology, operations, HR, and compliance professionals and solutions.

No cost-sharing.  We supply everything from the front office to the back office.  We give advisors marketing materials, technology, office supplies - as much or as little as needed, all at no cost.