PARSIPPANY — Sax Wealth Advisors, LLC, a registered investment advisory business and financial setting up subsidiary of Major 100 accounting, tax, and advisory firm, Sax LLP, has been named to Accounting Today’s 16th once-a-year “Wealth Magnets” record recognizing the Major 150 CPA corporations in monetary planning nationwide. It is the fifth consecutive yr Sax Prosperity Advisors has been identified by the industry’s leading media property.
Sax Prosperity Advisors is positioned at 389 Interpace Parkway, 3rd Floor.
The award rankings are primarily based on Property Below Management (AUM). Sax Wealth Advisors, which reported AUM of a lot more than $1.5 billion, was the moment yet again ranked in “The Billion Dollar Club,” the best category on the “Wealth Magnets” list.
“We are honored to at the time yet again be acknowledged by Accounting Currently as a major company in the nation by Assets Beneath Administration and acknowledged for our good results in assisting consumers navigate the industry and their personal goals,” claimed Kyle R. Stawicki, Spouse-in-Charge of Sax Wealth Advisors. “This award is a testomony to our group of financial advisors’ financial planning philosophies and techniques and I look forward to continuing our commitment to our consumers and their monetary growth.”
Sax Wealth Advisors is an independent registered investment decision advisor providing economical expert services designed on integrity and meaningful client interactions. The business is recognized by the Nationwide Affiliation of Personalized Money Advisors (NAPFA) as a fee-only business and has workplaces in Parsippany, NJ, Pennington, NJ, and New York City, NY. The firm supplies tailored investment and financial solutions for personal prosperity management, in addition to employer retirement ideas. Sax Prosperity Advisors is a wholly-owned subsidiary of Top 100 accounting, tax, and consultancy company Sax LLP. For a lot more facts click on below.
The 2022 Wealth Magnets Rating of the Top rated 150 Firms by AUM is released by Accounting Today, an independent corporation unaffiliated with SAX Prosperity Advisors, LLC. The ranking is solely by belongings beneath administration and is centered on submissions by around 200 firms. AUM reported is comprised of assets below administration as very well as beneath administration. The dates applied by corporations publishing details change. Facts is provided by Audit Analytics, an online intelligence assistance that provides audit, regulator, and disclosure analysis to the accounting local community. Details from these resources is considered to be trusted, but accuracy can’t be confirmed.
Sax Prosperity Advisors did not pay out to be incorporated in this ranking. Working with a rated advisor ought to be evaluated adequately and has no correlation to expense outcomes. Working with a highly-rated advisor does not ensure that a client or future shopper will encounter larger overall performance or benefits. 3rd-bash rankings are no warranty of future financial investment accomplishment or general performance. This rating is done by a 3rd-party supplier and not meant to serve as an endorsement for Sax Prosperity Advisors. Rankings ought to not be regarded an endorsement of the prosperity manager by any customer nor are they consultant of any a single client’s analysis. Delivered for informational reasons only.
You should see the full listing of rankings here.