Sage Investment Advisers, LLC Wins #24 Fastest Growing Wealth Management Firm: #1 in Hudson Valley, NY
Sage Ranks #24 on RIA, #1 Fastest Growing in the Hudson Valley
The RIA Channel has recently released its list of the fastest growing Wealth Management firms in the United States for 2022. Sage Investment Advisers, LLC from Poughkeepsie, NY was announced as the 24th fastest growing Wealth Management firm in the United States, as well as being the top fastest growing Wealth Management firm in the Hudson Valley.
Sage Investment Advisers, LLC President, Jerry Schuder, recently commented on the exciting news for the firm. “It is such an honor to not only be #24 in the nation but to appear as the #1 fastest growing Wealth Management firm in the Hudson Valley is such a blessing. If it wasn’t for the hard work of our entire team devoting themselves to keeping our clients satisfied, we most likely wouldn’t be here. We also wouldn’t be able to have this privilege without our wonderful clients who referred us and helped achieve our incredible growth.”
The growth for Sage Investment Advisers, LCC was measured by the RIA Channel with the firm showing growth of 190% for one year in the percentage of assets. Sage Investment Advisers, LLC has seen exponential growth, especially within the past year. This fast-paced growth has led to the firm being recognized for this prestige achievement.
Sage Investment Advisers, LLC is a local financial advisor and wealth management firm located in Poughkeepsie, NY. The firm has been in business for roughly three years. The President, Jerry Schuder, has a plethora of knowledge in the financial industry, having come from his many dedicated years on Wall Street.
To view the Sage Investment Advisers, LLC rankings and to see the remainder of the firms listed, click the link here: https://www.riachannel.com/top-50-wealth-manager-growth-percentage-list-2022/?next=21.
Published by: Sage Investment Advisers, LLC in Poughkeepsie, NY
We give a financial tip each week on our social media pages! Follow us on Facebook and LinkedIn to keep up to date on our latest financial tips of the week. Click the link below to view the latest weekly financial tip of the week.
View the monthly investment letters we send out to our clients to keep them up to date on everything going on in the stock market and economy. Click below to view the latest monthly Sage Investment Advisers, LLC letter.
June 23, 2025 Sage Investment Advisers, LLC Named 2025 Best Financial Planner in the Hudson Valley WAPPINGERS FALLS, NY — Sage Investment Advisers, LLC, a trusted and local fiduciary firm based in Wappingers Falls, is thrilled to announce they have been chosen as Best Financial Planner in the Hudson Valley for 2025 , by Hudson Valley Magazine. Sage Investment Advisers beat out many other local financial planners and advisory firms to win the title of Best Financial Planner in the Hudson Valley. The Best of the Hudson Valley is an annual competition from Hudson Valley Magazine, where locals vote for their most beloved local businesses in each category. “We are honored to be named Best Financial Planner in the Hudson Valley,” said Jerry Schuder, President of Sage Investment Advisers. “This recognition validates the daily efforts of our team, working tirelessly to guide clients in retirement planning, investment management, and wealth preservation with integrity and care.” Sage Investment Advisers serves clients throughout the Hudson Valley region, including Wappingers Falls, Poughkeepsie, and beyond, offering tailored financial strategies, retirement planning, Social Security optimization, and real estate advisory services. Sage is dedicated to providing their clients with custom financial and retirement strategies to help them plan their retirement and legacy. This latest achievement adds to their list of other prestigious awards which include: 2024 Readers’ Choice: Best Financial Advisor – Hudson Valley , awarded by Daily Voice facebook.com+15dailyvoice.com+15sageinvestmentadvisersllc.com+15 Multiple Five‑Star Wealth Manager Awards (2012–2016, 2022–2025), presented by Five Star Professional fivestarprofessional.com+2fivestarprofessional.com+2fivestarprofessional.com+2 Recognized growth as the Hudson Valley’s #1 fastest-growing wealth management firm in prior industry rankings m.facebook.com+10sageinvestmentadvisersllc.com+10fivestarprofessional.com+10 Best Financial Advisor Firm (2024-2025)-Hudson Valley, awarded by USA Today “Being part of this Hudson Valley community means everything to us,” added Vice President, Joe Guarneri. “This award reflects our clients’ confidence and the strength of our fiduciary-driven practice.” ---------------------------------------------------------------------------------------------------------------------------------------------------------- About Sage Investment Advisers, LLC Located at 1829 South Road, Wappingers Falls, NY , Sage Investment Advisers is a local fiduciary wealth management and financial planning firm. The team combines financial and investment knowledge with decades of experience to offer custom investment strategies, retirement roadmaps, Social Security optimization, college planning, and real estate advisory services—all designed to empower clients to pursue financial peace and legacy building. Contact Jerry Schuder President, Sage Investment Advisers, LLC (845) 240‑1551 info@sageinvestmentadvisersllc.com Website: sageinvestmentadvisersllc.com Sage Investment Advisers, LLC , serving as Hudson Valley’s premier fiduciary firm, is honored to be named Best Financial Planner for 2025 , and remains dedicated to helping clients build their wealth, retirements, and legacies.