Member News — SAX Wealth Advisors Named to 2018 Wealth Magnets Rankings of the Top 150 Firms by AUM
June 21st, 2018
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.”