Sep 15, 2023 - Sax Wealth Advisors Named to Accounting Today’s Wealth Magnets List
Sax Wealth Advisors Recognized as Top Financial Firm in U.S. for Sixth Consecutive Year
Parsippany, NJ, September 18, 2023 – Sax Wealth Advisors, LLC, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, Sax LLP, has been named to Accounting Today’s 2023 class of the Top 150 CPA Firms by Assets Under Management (AUM). The annual “Wealth Magnets” list recognizes the top firms in financial planning nationwide. This marks the sixth consecutive year that Sax Wealth Advisors has been recognized by the industry’s leading media property.
The award rankings are based upon AUM. Sax Wealth Advisors, which reported AUM of more than $1.5 billion, was once again ranked in “The Billion Dollar Club,” the highest category on the “Wealth Magnets” list.
“We are honored to be recognized by Accounting Today as a leading firm in the country by Assets Under Management, as it emphasizes our success in helping clients navigate uncertain economic conditions and achieve their financial goals,” said Kyle R. Stawicki, Partner-in-Charge of Sax Wealth Advisors. “Earning the award for the sixth consecutive year is a testament to our team of advisors’ financial planning philosophies and strategies. I look forward to continuing our commitment to our clients and their financial growth.”
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 Parsippany, 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.
AWARD DISCLOSURE
The 2023 Wealth Magnets Ranking of the Top 150 Firms by AUM is published by Accounting Today, an independent company unaffiliated with SAX Wealth Advisors, LLC. The ranking is exclusively by assets under management and is based on submissions by over 200 firms was released in June of 2023. 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.
Sax Wealth Advisors 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 Sax Wealth Advisors. 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. These rankings were released as of June 2023.