SAX Wealth Advisors Climbs to #14 Among the Nation’s Largest RIAs by AUM
Wealth arm of SAX, a top 60 accounting firm, rises seven spots on Accounting Today’s 2026 Wealth Magnets list
Parsippany, NJ Headquarters, June 23, 2026 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 60 accounting, tax, and advisory firm, announces its ranking at #14 on Accounting Today’s 2026 List of Top Firms by Assets Under Management (AUM), moving up 7 spots from this time last year.
This prestigious “Wealth Magnet” designation places SAXWA among the top CPA firms in financial planning nationwide for the ninth consecutive year. SAXWA’s reported AUM exceeds $5.7 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, said, “Being recognized as one of the top firms by AUM is incredibly gratifying and reflects the trust our clients place in us and our commitment to building meaningful, long-term relationships. At the same time, our team remains focused on our internal scorecard – helping each client reach their unique financial goal. Working alongside SAX is what lets us deliver on that with the investing, the tax strategy, and the estate planning under one team.”
Accounting Today’s 2026 Wealth Magnets
This ranking was released on June 2, 2026 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 2025.
The list was compiled by the editors of Accounting Today based on submissions by individual firms. Close to 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 60 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, Boston, MA, Saratoga Springs, NY, 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 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.