Jul 01, 2025 -

Posted at 10:59 am News/Resources

Parsippany, NJ Headquarters, June 18, 2025 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, announces its ranking at #21 on Accounting Today’s 2025 List of Top Firms by Assets Under Management (AUM), moving up 8 spots from this time last year.

This prestigious “Wealth Magnet” designation places SAXWA among the top 150 CPA firms in financial planning nationwide for the eighth consecutive year. SAXWA’s reported AUM exceeds $3.5 billion, securing its continued membership in “The Billion Dollar Club,” the highest tier on the “Wealth Magnets” list.

View the full rankings list here.

Kyle Stawicki, Managing Partner of SAX Wealth Advisors, commented “Being recognized as one of the top firms by AUM reflects the trust our clients place in us and our commitment to building meaningful, long-term relationships. Our team remains focused on delivering personalized strategies that align with each client’s unique financial goals.”

Accounting Today’s 2025 Wealth Magnets

This ranking was released on June 3, 2025 based on assets under management from the date of submission to a recent quarter-end, but in no case was it earlier than year-end 2024.

The list was compiled by the editors of Accounting Today based on submissions by individual firms. Over 200 financial advisors participated in the survey. No compensation was provided to any participant nor was a subscription required to participate.

Rankings are based exclusively on information prepared by the participating firms and/or submitted to Accounting Today. As such, rankings are limited to the participating advisors.

About SAX

SAX is a Top 100 accounting, tax, and advisory firm serving the needs of privately held companies, family-owned businesses, nonprofit organizations, and high-net-worth individuals. With offices in Parsippany, NJ, Ewing, NJ, Morganville, NJ, and New York City, NY, and Mumbai, India, SAX has specialized expertise that benefits clients in our largest vertical markets. SAX provides added value to clients through advisory services that include but are not limited to Technology advisory services, Investment Banking, Transaction Advisory, HR Consulting, Valuation, Forensic & Litigation and Wealth Management. SAX has been nationally ranked and listed among the Top Accounting Firms by NJBIZ, INSIDE Public Accounting (IPA), Accounting Today and Forbes. For more information, please visit www.saxllp.com.

About SAX Wealth Advisors

SAX Wealth Advisors is a wholly owned subsidiary of SAX, a nationally ranked accounting, tax and advisory firm, and is recognized by the National Association of Personal Financial Advisors (NAPFA) as a fee-only firm. SAX Wealth Advisors is an independent, SEC registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity and meaningful client relationships. Headquartered in Parsippany, NJ their footprint spans across the east coast with offices in New York, Florida, New Hampshire, Maryland, Massachusetts, Ohio, and Connecticut. SAX Wealth Advisors is also recognized as a Top Firm by Accounting Today, Newsweek, and Financial Advisor. To learn more, please visit, www.saxwa.com.

Disclosures

Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.  Sax Wealth Advisors only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Sax Wealth Advisors current written disclosure brochure filed with the SEC which discusses among other things, Sax Wealth Advisors business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client.