AdvisorGrade

Financial advisers in Parsippany, NJ

9 registered investment adviser firms in Parsippany managing $44.2B in assets, based on public SEC Form ADV filings.

Summit Financial, LLC

Parsippany, NJ · Est. 2018

NationalInternational
Fee-based
AUM
$22.5B
Per adviser
$104M
Advisers
216

No reported disclosures

Onepoint Bfg Wealth Partners

Parsippany, NJ · Est. 2022

NationalInternational
Fee-based
AUM
$15.1B
Per adviser
$145M
Advisers
104

No reported disclosures

Sax Wealth Advisors, LLC

Parsippany, NJ · Est. 2008

RegionalInternational
Fee-based
AUM
$3.6B
Per adviser
$97M
Advisers
37

No reported disclosures

Signet Financial Management, LLC

Parsippany, NJ · Est. 1988

Regional
Fee-based
AUM
$1.2B
Per adviser
$98M
Advisers
12

No reported disclosures

Hennion & Walsh Asset Management, INC.

Parsippany, NJ · Est. 2003

Local
Fee-only
AUM
$769M
Per adviser
$70M
Advisers
11

No reported disclosures

Accretive Wealth Partners, LLC

Parsippany, NJ · Est. 2019

Local
Fee-based
AUM
$505M
Per adviser
$168M
Advisers
3

No reported disclosures

Leicht Financial Planning And Wealth Management

Parsippany, NJ · Est. 2014

Local
Fee-based
AUM
$237M
Per adviser
$237M
Advisers
1

No reported disclosures

Cadia Private Client LLC

Parsippany, NJ · Est. 2025

Local
Fee-based
AUM
$193M
Per adviser
$96M
Advisers
2

No reported disclosures

Veteri Place Corporation

Parsippany, NJ · Est. 2014

Local
Fee-only
AUM
$151M
Per adviser
$75M
Advisers
2

No reported disclosures