Jun 19, 2020 - SAX WEALTH ADVISORS NAMED TO ACCOUNTING TODAY’S 2020 “WEALTH MAGNET” RANKINGS OF THE TOP 150 FIRMS BY AUM
FRIDAY, JUNE 19, 2020; CLIFTON, NJ: – SAX Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, Sax LLP, is proud to announce their inclusion on Accounting Today’s 14th annual “Wealth Magnets” list, comprised of the Top 150 CPA Firms by Assets Under Management (AUM). SAX Wealth Advisors was ranked number 29, making “The Billion Dollar Club” with just under $1,155,000,000 AUM reported, and moving up three spots from 2019.
“We are honored to be recognized by Accounting Today as a top firm in our industry for yet another consecutive year. This acknowledgement speaks volumes to the knowledge of our advisors and our commitment to our clients and their successful outcomes,” said Kyle R. Stawicki, Partner-in-Charge of SAX Wealth Advisors, LLC. “The current pandemic has certainly illuminated the strengths and weaknesses of firms in our industry, but for us, it has also underscored the importance of standing by our financial planning philosophies in unstable conditions. This allows us to be the steady hand and calming voice for our clients during highs and lows, which I believe sets us apart from many other financial advisors.”
ABOUT SAX WEALTH ADVISORS LLC
SAX Wealth Advisors is an independent registered investment advisor offering financial services built on integrity and meaningful client relationships. The firm is recognized by the National Association of Personal Financial Advisors (NAPFA) as a fee-only firm and has offices in Clifton, NJ, Pennington, NJ, and New York City, NY. The firm provides customized investment and financial solutions for individual wealth management, in addition to employer retirement plans. SAX Wealth Advisors is a wholly owned subsidiary of Top 100 accounting, tax and consultancy firm Sax LLP. For more information, visit www.saxwa.com.
The 2020 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 150 firms. AUM reported is comprised of assets under management as well as under administration. 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.