Jul 22, 2025 - On the Rise: SAX Wealth Advisors Named a Top 50 Fastest-Growing RIA by Financial Advisor
Parsippany, NJ – July 22, 2025 — SAX Wealth Advisors, an independent registered financial advisory firm and affiliate of SAX, is proud to announce its ranking as the #31 Fastest-Growing RIA Firm in the Nation by Financial Advisor magazine. The firm moved up six spots since last year, reflecting continued growth, strategic expansion, and an unwavering commitment to client success.
The Financial Advisor RIA Survey & Ranking is an annual industry benchmark, highlighting the top-performing independent advisory firms across the country based on assets under management (AUM) growth, overall performance, and client service standards.
“Earning the #31 spot among the fastest-growing RIA firms in the country is an exciting milestone for SAX Wealth Advisors,” said Kyle Stawicki, Managing Partner. “It’s a reflection of the intentional growth strategies we’ve put in place, the high level of service we strive to deliver every day, and most importantly, the trust and loyalty of our clients. As we continue to grow, we remain focused on providing personalized, forward-thinking financial guidance that supports our clients every step of their financial journey.”
Financial Advisor (FA) RIA Survey & Ranking 2025
Financial Advisor’s RIA Survey ranks independent registered investment advisory (RIA) firms based on their year-end assets under management (AUM). To be considered, firms must be independent, file their own Form ADV with the SEC, and offer financial planning and related services to individual clients.
The ranking is determined by AUM figures voluntarily submitted by firms through FA’s annual survey, with firms listed from largest to smallest based on reported AUM. To qualify for inclusion in the 2025 print edition of Financial Advisor magazine, firms must have at least $500 million in AUM as of December 31, 2024.
Hybrid RIAs, corporate RIA firms, and investment advisor representatives (IARs) are not eligible for this survey.
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.
Disclosure
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.