Jul 02 Sax Wealth Advisors Named to the 2018 Financial Times 300 Top Registered Investment Advisers List
Clifton, NJ, July 2, 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. 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.
About Sax Wealth Advisors
Sax Wealth Advisors is a 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 Clifton, NJ, Pennington, NJ, and New York, 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 accounting and consultancy firm Sax LLP. For more information, visit www.saxwa.com.
Award Disclosure: The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. 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. 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.
The full 2018 Financial Times 300 Top Registered Investment Advisers report can be found here.