Jun 21, 2018 - Sax Wealth Advisors Named to 2018 List of Top 150 Firms by AUM
Sax Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of accounting, tax and advisory firm, Sax LLP, is proud to announce their inclusion on Accounting Today’s 12th annual “Wealth Magnets” list, comprised of the Top 150 CPA Firms by Assets Under Management (AUM). Sax Wealth Advisors was ranked number 33 out of the Top 150 firms across the country, making “The Billion Dollar Club” at $1,055,000,000 AUM reported.
2017 was a substantial year for Sax Wealth Advisors who became an approved fee-only firm, recognized by the National Association of Personal Financial Advisors (NAPFA); the firm completed two acquisitions, establishing a third office in Pennington, NJ; and, reached over $1 billion in collective assets under administration.
“We are honored to be recognized by Accounting Today and listed among so many of our prominent peers in the financial planning space,” said Kyle R. Stawicki, Partner-in-Charge of Sax Wealth Advisors, LLC. “This acknowledgement is directly in line with our growth goals for the firm, and is a testament to our team’s hard work and efforts, our financial planning philosophies, and our unwavering dedication to client service.”
Award Disclosure: The 2018 Wealth Magnets Ranking of the Top 150 Firms by AUM is published by Accounting Today, an independent company unaffiliated with Sax Wealth Advisors, LLC (“SAXWA”). The ranking is exclusively by assets under management and is based on submissions by over 200 firms. The dates used by firms submitting data varies. Data provided by Audit Analytics, an online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. Information from these sources is deemed to be reliable, but accuracy cannot be guaranteed. SAXWA did not pay to be included in this ranking. Working with a ranked advisor should be evaluated properly and has no correlation to investment results. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Third-party rankings are no guarantee of future investment success or performance. This ranking is conducted by a third-party provider and not meant to serve as an endorsement for SAXWA. Rankings should not be considered an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. Provided for informational purposes only. Please see https://www.accountingtoday.com/2018-wealth-magnets-the-top-150-cpa-firms-by-aum for further information.