What Sax LLP does

Sax LLP is a Top 100 US accounting and advisory firm headquartered in Parsippany, New Jersey, founded in 1956 and operating today with 80 partners and over 500 professionals. The firm delivers integrated audit, tax, advisory, and wealth management services to mid-market and enterprise clients across eight specialized verticals: construction, consumer and industrial products and services, real estate, nonprofit, healthcare, professional services, financial services, and cannabis. Reported FY24 net revenue was $110.89 million per Inside Public Accounting, placing it firmly within the IPA 100 cohort. Service breadth spans traditional accounting and auditing, tax preparation and compliance, forensic accounting, litigation support, turnaround management, profit optimization, M&A due diligence, lender services, and performance analytics, distributed through seven offices in Parsippany, Ewing, and Morganville (NJ); New York City and Saratoga Springs (NY); Auburndale/Boston (MA); and Mumbai, India.

The firm operates an alternative practice structure in which Sax LLP (a licensed CPA firm providing attest services) sits alongside Sax Advisory Group LLC (tax and business consulting), enabling a wider service menu than a traditional CPA-only firm while remaining compliant with the AICPA Code of Professional Conduct. Operating subsidiaries include SAX Wealth Advisors (a wealth management arm holding approximately $4.5 billion in assets under management following the absorption of Sierra Financial Advisors), SAX Capital Advisors (M&A and strategic advisory, with securities distributed through Finalis Securities LLC, Member FINRA/SIPC), and Sax Technology. Go-to-market is relationship-based field sales supported by thought leadership (tax alerts, podcasts, webinars, industry publications), with engagement-based pricing that is not publicly disclosed. Revenue mechanics are professional services fees across audit, tax, advisory, and wealth management, with the firm not disclosing segment-level revenue mix.

Since a July 2025 minority investment from Belgian private investment firm Cobepa, Sax LLP has pursued an aggressive M&A strategy, completing six acquisitions including Scheidel Sullivan & Lanni CPA and Sierra Financial Advisors (January 2025) and CoMetrics Partners and FAZ Forensics (March 2026). These deals have simultaneously expanded geographic reach, broadened service-line depth (forensic accounting, lender services, consumer products consulting), and scaled headcount. The firm reported a data breach affecting approximately 228,876 individuals on August 7, 2024, an operational risk factor relevant to client trust and regulatory exposure but not reflective of strategic direction.

Name

Sax LLP

Legal name

Sax LLP

Website

https://saxllp.com

Company type

Private

Founded year

1956

Operating status

Operating

Headcount range

251–500 employees

Short description

Sax LLP is a Top 100 US accounting and advisory firm (FY24 revenue $110.89M) providing integrated audit, tax, advisory, and wealth management services to mid-market and enterprise clients across eight industry verticals via offices in NJ, NY, MA, and Mumbai.

Ownership category

akta.pro rank

Headquarters

HQ city

Parsippany

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Accounting & Auditing Services: Traditional CPA firm services providing attestation and audit functions to clients. Revenue recognized as professional services fees.
2. Tax Services: Tax preparation, advisory, and compliance services for individuals and businesses.
3. Advisory Services: Business consulting, forensic accounting, litigation support, turnaround management, profit optimization, M&A due diligence, lender services, and performance analytics.
4. Wealth Management / SAX Wealth Advisors: Wealth management services offered through SAX Wealth Advisors, a wholly owned subsidiary. Assets under management of approximately $4.5 billion following acquisition of Sierra Financial Advisors.
5. Securities / Capital Markets Advisory: Securities offered through Finalis Securities LLC Member FINRA/SIPC. SAX Capital Advisors provides financial and strategic advisory, consulting, and M&A services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Sax LLP is a licensed CPA firm that delivers accounting and auditing, tax preparation and compliance, and business advisory services through an alternative practice structure that pairs Sax LLP (attest services) with Sax Advisory Group LLC (tax and consulting). The firm also operates SAX Wealth Advisors (wealth management with approximately $4.5 billion in AUM), SAX Capital Advisors (M&A and capital advisory, with securities offered through Finalis Securities LLC Member FINRA/SIPC), and Sax Technology (technology solutions).

Product overview

Sax LLP operates as an alternative practice structure comprising Sax LLP (licensed independent CPA firm providing attest services) and Sax Advisory Group LLC (providing tax and business consulting services). The firm offers integrated professional services including Accounting & Auditing, Tax Services, Advisory Services, and Technology Services through multiple subsidiaries including SAX Capital Advisors (financial advisory and M&A) and Sax Wealth Advisors (wealth management with approximately $4.5 billion in assets under management). The firm serves industries including Construction, Consumer Products, Real Estate, Nonprofit, Healthcare, Professional Services, Financial Services, and Cannabis, with offices across New Jersey, New York, Massachusetts, and Mumbai, India.

Differentiator

Problem solved

Functional benefit

Brands

• Sax Technology: Technology services subsidiary providing technology solutions for clients
• SAX Wealth Advisors
• SAX Capital Advisors

Products and services

• Accounting & Auditing Core CPA firm services providing accounting and auditing/attestation functions to enterprise and mid-market clients across multiple industry verticals.
• Tax Services Tax preparation, advisory, and compliance services for individuals and businesses, covering federal, state, and multi-jurisdictional tax matters across all served industry verticals.
• Advisory Services Business consulting services including strategic advisory, forensic accounting and litigation support (strengthened by FAZ Forensics acquisition), turnaround management, profit optimization, M&A due diligence, lender services, and performance analytics (strengthened by CoMetrics Partners acquisition).
• Sax Technology Technology consulting and solutions subsidiary providing technology services integrated with the firm's core accounting and advisory practices.
• SAX Wealth Advisors Wealth management subsidiary providing investment advisory and wealth planning services to individuals and families; manages approximately $4.5 billion in assets under management.
• SAX Capital Advisors Financial and strategic advisory subsidiary providing M&A advisory, consulting, and capital markets services. Securities offerings are executed through Finalis Securities LLC (Member FINRA/SIPC), with SAX Capital Advisors and Finalis operating as separate, unaffiliated entities.

Quantifiable outcome

• Assets under management expanded to approximately $4.5 billion following Sierra Financial Advisors acquisition
• +1 more outcomes

Segments8 records

Ideal customer profiles9 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor.

• Finalis Securities LLCminorStrategic or Co-development PartnerFinalis Securities LLC, Member FINRA/SIPC, provides securities distribution capabilities for SAX Capital Advisors. SAX Capital Advisors and Finalis Securities LLC are separate, unaffiliated entities. Finalis provides the securities infrastructure while SAX provides advisory services.
• MolestreetminorGTM or Marketing PartnerMolestreet co-hosted a webinar with SAX on June 23rd, 2026, exploring HubSpot and AI automation for firm onboarding processes.
• Transparent EnergyminorGTM or Marketing PartnerTransparent Energy co-hosted a webinar with SAX on June 17, 2026, focused on strategies for managing energy budgets and improving procurement outcomes.

Scale indicators6 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• RSM US: RSM US is the US member of RSM International and a Top 5 global accounting and advisory firm serving the middle market—a broader incumbent competitor with overlapping audit, tax, and consulting capabilities but significantly larger scale.
• Plante Moran: Plante Moran is a Top 15 US accounting and advisory firm with broad industry coverage including construction, real estate, healthcare, and manufacturing—comparable service breadth though larger and Midwest-centric.
• CBIZ: CBIZ is a public accounting, tax, and advisory firm serving middle-market clients with a comparable mix of traditional CPA services plus benefits, wealth management, and advisory—positioning it as a broader incumbent peer.

Direct peers

• Marcum LLP: Marcum is a Top 20 US accounting and advisory firm with strong Northeast presence and a comparable mix of traditional CPA services plus advisory, wealth management, and technology consulting—directly overlapping SAX's positioning.
• Marks Paneth: Marks Paneth is a New York-based accounting and advisory firm with strong real estate, nonprofit, and professional services verticals, comparable to SAX in size, geography, and industry focus.
• BPM LLP: BPM is a Top 50 US accounting and advisory firm with strong California and international presence and similar full-service model across audit, tax, advisory, and wealth management.
• Withum: WithumSmith+Brown, PC is a Top 100 US accounting and advisory firm with a similar East Coast footprint and full-service model spanning audit, tax, and advisory, making it one of the closest direct comparables to SAX in size, geography, and service mix.
• Anchin: Anchin is a New York-based Top 100 accounting and advisory firm serving middle-market and high-net-worth clients with comparable tax, audit, advisory, and wealth management service lines—directly overlapping SAX's core practice.
• Citrin Cooperman: Citrin Cooperman is a Top 50 mid-market accounting and advisory firm with significant New York/New Jersey presence and similar industry specialization across construction, real estate, nonprofit, and professional services verticals.
• Grassi & Co. Grassi & Co. is a New York-based Top 100 accounting and advisory firm with construction, real estate, nonprofit, and professional services specialties directly mirroring SAX's vertical strategy.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/saxllp
• Facebookfacebook.com/saxllp

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries7 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sax LLP