S

SAX

Accounting, tax, and advisory services

Overview

SAX offers accounting, tax and advisory services to privately held companies, family-owned businesses, not-for-profits and high-net-worth individuals. It delivers audits, tax planning, advisory and wealth-management services through a Client Service Delivery Model across SAX LLP, SAX Advisory Group LLC and affiliates, with offices in Parsippany, Ewing, Morganville and New York City. The firm combines accounting, tax and advisory expertise in a multidisciplinary team to provide integrated, client-specific solutions that aim to turn clients' visions into reality. Its 65-year history, broad geographic presence and client-centric approach differentiate SAX from competitors; securities are offered through Finalis Securities LLC, with Sax Capital Advisors as a separate entity.

Significant Headcount Growth

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About SAX

Simplify's Rating
Why SAX is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

ConsultingFinancial ServicesReal Estate

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Parsippany-Troy Hills, New Jersey

Founded

1956

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Simplify's Take

What believers are saying

  • SAX completed seven wealth acquisitions in 2026, adding about $860 million AUM.
  • INSIDE Public Accounting ranked SAX #59 in 2026, up from #63, with #8 organic growth.
  • NJBIZ named SAX #43 on August 17, 2026, strengthening recruiting and saleability to sellers.

What critics are saying

  • Seven 2026 acquisitions force integration risk across offices, partners, systems, and client cultures.
  • Alternative practice structure increases compliance complexity between Sax LLP, advisory entities, and wealth subsidiaries.
  • If partner retention slips after Cobepa-funded rollups, SAX's acquisition engine and growth narrative break.

What makes SAX unique

  • Cobepa-backed SAX keeps independence while funding acquisitions across accounting and wealth.
  • Its alternative practice structure combines Sax LLP attest services with advisory and wealth management.
  • CoMetrics brought proprietary real-time analytics for consumer-products turnarounds, lender services, and due diligence.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Health Savings Account/Flexible Spending Account
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Profit Sharing
  • Flexible Work Hours
  • Hybrid Work Options
  • Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

21%

1 year growth

21%

2 year growth

21%
BridgeTower Media
Oct 14th, 2026
EY tops NJ accounting firms list with 705 CPAs.

EY tops NJ accounting firms list with 705 CPAs. Ernst & Young LLP holds the No. 1 position on the NJBIZ list of accounting firms, which ranks firms by the number of certified professional accountants located in New Jersey. The firm reported 705 N.J. CPAs and operates from Iselin under Ed Villa. It also lists offices in Secaucus, Iselin and Hoboken. Deloitte LLP and its subsidiaries rank No. 2 with 477 CPAs, based in Morristown under Glenn Carroll's leadership. KPMG LLP and Withum tie at No. 3 with 318 CPAs each. KPMG is based in Short Hills. Withum, established in 1974, is based in Princeton and lists offices in Whippany, East Brunswick, Saddle Brook and Red Bank. EisnerAmper ranks No. 5 with 249 CPAs. Goldstein Lieberman & Co. LLC ranks No. 6 with 181, and PKF O'Connor Davies ranks No. 7 with 170. PKF O'Connor Davies acquired Bowman & Co. LLP effective Jan. 1, which brought offices in Voorhees, Haddonfield and Woodbury into the firm. CBIZ ranks No. 8 with 166 CPAs and lists nine locations beyond its Morristown address. Regional concentration. Four firms list Iselin addresses: Ernst & Young, EisnerAmper, Forvis Mazars and Baker Tilly. Meanwhile, three list Parsippany addresses: CohnReznick, SAX Advisory Group and Smolin, Lupin & Co. LLC. SAX Advisory Group announced in August it closed its acquisition of Lighthouse Financial June 30. Prager Metis, ranked at No. 17 with 69 CPAs, announced Lori Roth as CEO Jan. 5. Glenn Friedman now serves as chairman of the board. Provident Bank is the Premium Publication Sponsor of NJBIZ's 2026 Book of Lists. Forvis Mazars is the Accounting Firms list sponsor. Go to the NJBIZ Leads & Data Center to download the complete Accounting Firms list or any other NJBIZ list. Subscribe to NJBIZ's Leads & Data to gain year-round access to the data from NJBIZ lists. Claude.ai assisted with the creation of this article based on NJBIZ data. About the reporter Write to the Editorial Department at [email protected].

BridgeTower Media
Aug 26th, 2026
SAX Wealth Advisors acquires Florida firm.

SAX Wealth Advisors acquires Florida firm. SAX Wealth Advisors has added another office in Florida and one more team member. The Parsippany-based SAX Advisory Group firm announced Aug. 20 that it recently closed the acquisition of Lighthouse Financial. The addition marks SAX's second office in the Sunshine State. The official closing date was June 30, SAX said. The deal brings approximately $350 million in assets under management to SAX Wealth Advisors. Martin Parlato, founder, principal and wealth advisor, also joined the SAX team. Parlato is based in Ponte Vedra, Fla. "Martin brings decades of experience and deeply rooted client relationships to our platform to strengthen our overall team," SAX Wealth Advisors Managing Partner Kyle Stawicki said in a statement. Lighthouse Financial is SAX Wealth Advisors' seventh acquisition of the year. In total, the deals added approximately $860 million in assets under management, 10 team members and one office. The financial firm now operates in eight states, according to its website, and employs more than 65 team members. It reports more than $6.56 billion in assets under management, including $1.17 billion in retirement plan assets, according to SAX. Previous acquisitions of 2026 and additional assets under management were: * SFS Financial (Stawnychy Financial Services Inc.), Kinnelon $140.5 million AUM * Aznar Financial Advisors LLC, Morris Plains $185 million AUM * LifeCraft Financial Planning, Eugene, Ore. $40 million AUM * Parsons Financial Group LLC, Vero Beach, Fla. $40 million AUM * Prince Financial Advisory, New York, N.Y. $60 million AUM * Arbor Financial, Ann Arbor, Mich. Not disclosed

New Jersey Business Magazine
Apr 1st, 2026
Sax Acquires FAZ Forensics

SAX Advisory Group LLC, the Parsippany-based accounting, tax, and advisory firm, has acquired FAZ Forensics. Terms of the transaction were not disclosed.

INSIDE Public Accounting
Mar 27th, 2026
Sax LLP acquires CoMetrics Partners.

Sax LLP acquires CoMetrics Partners. Updated March 27, 2026, 1:44 pm Parsippany, N.J.-based IPA Top 100 firm Sax LLP (FY24 net revenue of $110.9 million) has acquired CoMetrics Partners, a management consulting and technology firm focused on consumer product companies, lenders and investors. The acquisition expands the firm's capabilities in turnaround management, profit optimization, M&A due diligence, lender services and performance analytics. CoMetrics brings more than 18 years of experience along with proprietary technology designed to deliver real-time, data-driven insights. "Mid-market consumer product companies don't need another advisor telling them what happened last quarter. They need someone who can show them what's happening right now and help them act on it," said Joseph A. Damiano, CEO of SAX Advisory Group. "CoMetrics has built exactly that capability. Hands-on operators with proprietary technology that gives clients real-time visibility into their business. Bringing that into the SAX platform means our clients get one team that sees the whole picture: operations, capital structure, and performance data, all under one roof." "This partnership is a significant advancement for our consumer products clients," said Joshua Chananie, head of SAX consumer products. "Integrating DataMetrics with our advisory capabilities gives clients real-time visibility into their key performance indicators - that drives financial performance and sustainable growth." CoMetrics' team and three partners, including Gary Herwitz, managing partner, have joined the firm, with the platform and methodology remaining intact. The combination enhances SAX's consumer products and capital markets capabilities while providing CoMetrics access to a broader national platform. "SAX is an entrepreneurial professional services firm that shares our values and commitment in helping our clients achieve excellence," said Herwitz. "SAX gives us the platform to expand upon what we already do well, with significantly more resources behind us." Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the combination, commented, "Among the Top 60 CPA firms nationally, SAX continues to be recognized as one of the highest-performing firms in the country. The firm is now expanding its M&A and lateral talent strategies and attracting exceptional talent eager to join. Gary Herwitz and his CoMetrics team are one of the preeminent advisory firms in the consumer products industry and, with the SAX platform behind them, should accomplish great things together."

New Jersey Business Magazine
Mar 26th, 2026
SAX acquires CoMetrics Partners to expand turnaround and consumer products capabilities

SAX Advisory Group, a Parsippany-based accounting and advisory firm, has acquired CoMetrics Partners, a management consulting and technology firm serving consumer product companies, lenders and investors. The acquisition expands SAX's capabilities in turnaround management, profit optimization, M&A due diligence and performance analytics. CoMetrics' entire professional staff and three partners have joined SAX, bringing the firm to 73 partners and over 500 professionals across the East Coast. SAX Wealth Advisors oversees over $4.8 billion in assets under management. This marks SAX's third combination in 2026 and fifth since its minority investment from Cobepa. The firm is executing a strategic growth plan whilst maintaining independence through its capital partnership.

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