SAX Acquires Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC

January 7, 2026

SAX (SAX Advisory Group) acquired Scheidel, Sullivan & Lanni CPA LLC (SSL) and Sierra Financial Advisors, LLC effective January 4, 2026; Sierra’s wealth management business was integrated into SAX Wealth Advisors, a wholly owned subsidiary. The acquisition expands SAX’s accounting, tax, advisory and wealth management capabilities, bringing the firm to 73 partners and close to 400 team members and enhancing SAX Wealth Advisors’ footprint (approximately 20 wealth advisors and over $4.5 billion AUM).

Targets
Scheidel, Sullivan & Lanni CPA LLC, Sierra Financial Advisors, LLC
Industry
Accounting & Tax
Location
New Jersey, United States
Transaction Type
Buyout

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