Oct 09, 2025 -

Posted at 8:00 am News/Resources

Parsippany, NJ Headquarters, October 9, 2025 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, is proud to announce that it has been recognized as one of InvestmentNews’ 2025 “5-Star RIA Firms.”

This esteemed recognition highlights top-performing Registered Investment Advisors (RIAs) across the country that have demonstrated consistent growth, superior client service, and overall excellence in wealth management. To be eligible, firms must manage at least $1 billion in assets under management (AUM), and demonstrate organic growth.

SAX Wealth Advisors was highlighted within the report for achieving both significant inorganic and organic growth, addressing client needs through an integrated approach, its backing of a nationally ranked accounting, tax and advisory firm, and the investments made to technology to improve the client experience and drive efficiencies internally.

View the full list of 2025 5‑Star RIA Firms here.

“We are honored to be recognized by InvestmentNews as a 5Star RIA firm, a reflection of our team’s dedication and commitment to the highest standards of client service,” said Kyle Stawicki, Managing Partner of SAX Wealth Advisors. “We believe in not just growing in size, but growing in value—deepening relationships, integrating every aspect of our clients’ financial lives, and striving to deliver excellence.”

About InvestmentNews

InvestmentNews is a leading source of news, analysis, and information for the financial advisory industry. For over 25 years, it has provided in-depth reporting on trends, practice management, and regulatory developments impacting registered investment advisors (RIAs), broker-dealers, and wealth management professionals. Its rankings and recognitions are widely respected across the financial services industry for their rigor and industry insight.

Award Methodology

The 5-Star RIA Firms list was released on September 9, 2025 and recognizes the nation’s top-performing wealth management firms, setting a benchmark for excellence in the industry.

Firms are selected based on objective criteria including assets under management (AUM), AUM growth, and the number of new clients acquired organically over the past 12 months. All submitted data undergoes a rigorous verification process.

To qualify for inclusion, firms must manage a minimum of $1 billion in AUM in 2024. This recognition highlights best-in-class Registered Investment Advisors across the country who demonstrate consistent growth, strong client engagement, and overall excellence in wealth management.

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 a 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. To learn more, please visit, www.saxwa.com.

Disclosures

SEC registration of an investment adviser 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 only transacts business 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 adviser 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 adviser by any client. SAX Wealth Advisors has not provide direct or indirect compensation for the ranking.