Member News — Sax Wealth Advisors Named to the 2018 Financial Times 300 Top Registered Investment Advisers List
July 2nd, 2018
Sax Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of accounting, tax and advisory firm, Sax LLP, is pleased to announce its inclusion in the 2018 edition of the Financial Times 300 Top Registered Investment Advisers (RIA). The list recognizes the top 300 independent RIA firms from across the U.S.
RIA firms were graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
“We are absolutely thrilled to be included on the Financial Times Top Registered Investment Advisers list,” said Kyle R. Stawicki, Partner-in-Charge of Sax Wealth Advisors. “Our team truly emphasizes client service built on trust and integrity, and our strategic financial planning philosophies that help to get our clients to their goals. To be acknowledged among top RIA firms across the country for these efforts and accomplishments is truly an honor”.
The final FT 300 represents an impressive cohort of RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.