News August 13, 2026

SAX Wealth Advisors Recognized in Financial Advisor Magazine’s 2026 RIA Rankings

SAX Wealth Advisors is proud to be recognized in Financial Advisor Magazine’s 2026 RIA Survey & Ranking, earning placement across all three of the survey’s categories:

  • #31 on the Top 50 Fastest-Growing Firms list, reflecting growth in assets under management from 2024 to 2025.
  • #164 on the overall RIA Ranking, up 12 spots from #176 last year, based on year-end 2025 assets.
  • #164 on the RIA Discretionary & Non-Discretionary AUM Ranking, also up 12 spots from #176 last year, reflecting growth in discretionary assets and non-discretionary assets.

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 growth.

“This recognition reflects the trust our clients place in our team, and it validates the disciplined growth strategy we’ve built at SAX Wealth Advisors,” said Kyle Stawicki, Managing Partner of SAX Wealth Advisors. “Climbing in both the overall RIA ranking and the AUM ranking, while holding steady among the fastest-growing firms in the country, speaks to the strength of our client relationships and the caliber of the team we’ve assembled. We’re honored to see that progress reflected in a nationally recognized, independent survey, and we remain focused on delivering the same level of service and results that got us here.”

View the full 2026 Financial Advisor RIA Survey & Ranking here.

Financial Advisor (FA) RIA Survey & Ranking 2026

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, 2025.

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.

Disclosure

Registration of an investment advisor 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 transacts business only 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 advisor 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 advisor by any client. SAX Wealth Advisors did not provide any direct or indirect compensation in connection with the survey, the ranking, or the use or promotion of this recognition.