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Top Financial Advisors in Parsippany, New Jersey

Finding the right financial advisor in Parsippany is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Parsippany, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Parsippany, NJ.


Find the Best Financial Advisor Firms in Parsippany:

SUMMIT FINANCIAL, LLC

CRD#: 299322

RIA

Address: 4 Campus Drive, Parsippany, NJ 07054

Clients: 3,418

Average Clients per Advisor: 51

AUM: $ 6.2B

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SAX WEALTH ADVISORS, LLC

CRD#: 119193

RIA

Address: 389 Interpace Parkway Suite 3, Parsippany, NJ 07054

Clients: 448

Average Clients per Advisor: 34

AUM: $ 1.3B

SIGNET FINANCIAL MANAGEMENT, LLC

CRD#: 105310

RIA

Address: 400 Interpace Parkway, Building C 2nd Floor, Parsippany, NJ 07054

Clients: 431

Average Clients per Advisor: 30

AUM: $ 840M

HENNION & WALSH ASSET MANAGEMENT, INC.

CRD#: 126236

RIA

Address: 2001 Route 46 Waterview Plaza, Parsippany, NJ 07054

Clients: 667

Average Clients per Advisor: 95

AUM: $ 380M

ACCRETIVE WEALTH PARTNERS, LLC

CRD#: 299544

RIA

Address: 1 Gatehall Drive Suite 210, Parsippany, NJ 07054

Clients: 63

Average Clients per Advisor: 21

AUM: $ 263M

MRA ADVISORY GROUP

CRD#: 287933

RIA

Address: 3799 Us Highway 46 Suite 100, Parsippany, NJ 07054

Clients: 380

Average Clients per Advisor: 63

AUM: $ 214M

How We Chose the Top Financial Advisors in Parsippany, New Jersey

To create this list of top financial advisor firms in Parsippany, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Parsippany has to offer.

Search Financial Advisors in Parsippany, New Jersey


Name or CRD#
Location:
Firm name (optional)
Colleen Alicia O'callaghan

Colleen Alicia O'callaghan

Colleen O'callaghan, Colleen Ocallaghan
IAR
RR
CRD#: 2981789
Location:
New York, NY 10172

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
28 years registered
Adam Catalfomo

Adam Catalfomo

IAR
RR
CRD#: 4335125
Location:
New York, NY 10172

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
25 years registered
Anthony Salvatore D'angelo

Anthony Salvatore D'angelo

Anthony S Dangelo, Anthony Salvatore Dangelo
IAR
RR
CRD#: 3004535
Location:
New Brunswick, NJ 08901

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
28 years registered
Joshua Daniel Wisotsky

Joshua Daniel Wisotsky

IAR
RR
CRD#: 3083130
Location:
Teaneck, NJ

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
28 years registered
Lauren Rabadeau Bollinger

Lauren Rabadeau Bollinger

Lauren E Rabadeau, Lauren Elisabeth Rabadeau
IAR
RR
CRD#: 3005312
CIMA®: Certified Investment Management Analyst
Location:
Westfield, NJ 07090

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
26 years registered
Joseph Paul Boccaccio

Joseph Paul Boccaccio

IAR
RR
CRD#: 4371918
CFP®: Certified Financial Planner
Location:
New York, NY 10019

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
25 years registered
Radhika Mehta

Radhika Mehta

Radhika Mehta, Radhika Mehta-Sharan, Radhika Mehta Sharan
IAR
RR
CRD#: 4311212
CIMA®: Certified Investment Management Analyst
Location:
New York, NY 10020

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
25 years registered
Beth Ann Isabel Topf

Beth Ann Isabel Topf

Beth Ann Isabel Topf, Beth Topf
IAR
RR
CRD#: 5009873
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
New York, NY 10036

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
20 years registered
William Joseph Cafero

William Joseph Cafero

IAR
CRD#: 1949837
CIMA®: Certified Investment Management Analyst
Location:
New York, NY 10165

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
35 years registered
Stephen Adrian Smith

Stephen Adrian Smith

Stephen A Smith
PR
CRD#: 4388109
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63131

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
25 years registered
Michael Lawrence Green

Michael Lawrence Green

IAR
CRD#: 3247678
CFP®: Certified Financial Planner
Location:
Parsippany, NJ 07054

Registered Affiliation(s):THE COLONY GROUP, LLC

Disclosures:
Experience:
27 years registered
Armando Genaro Dirienzo

Armando Genaro Dirienzo

Armando G Dirienzo
IAR
RR
CRD#: 3150539
Location:
Florham Park, NJ 07932-1007

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Anthony Pio Costa IV

Anthony Pio Costa IV

Anthony (iv) Piocosta, Anthony Piocosta Iv, Anthony Pio Costa Iv
IAR
RR
CRD#: 3248586
Location:
Fairfield, NJ 07004-3561

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Jason Chambeau

Jason Chambeau

IAR
RR
CRD#: 3152840
Location:
Morristown, NJ 07960

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
27 years registered
Donald John Hertling

Donald John Hertling

Donald J Hertling
IAR
CRD#: 2859212
CFP®: Certified Financial Planner
Location:
Summitt, NJ 07901

Registered Affiliation(s):BEACON POINTE ADVISORS, LLC

Disclosures:
Experience:
27 years registered
Michael Austin Wattick

Michael Austin Wattick

Michael A Wattick
IAR
RR
CRD#: 3170419
Location:
Summit, NJ 07901

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
27 years registered
Thomas F Cahill

Thomas F Cahill

IAR
RR
CRD#: 3223275
Location:
Summit, NJ 07901

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
27 years registered
Richard Walter Vanderpool

Richard Walter Vanderpool

IAR
RR
CRD#: 3173590
Location:
Parsippany, NJ 07054

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Robert Wojciech Sek

Robert Wojciech Sek

IAR
RR
CRD#: 3139987
Location:
Paramus, NJ 07652

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
28 years registered
Frederick William Schuldt JR

Frederick William Schuldt JR

Frederick William Schuldt
IAR
RR
CRD#: 3163822
Location:
Paramus, NJ 07652-2647

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Daniel Brian Hirsch

Daniel Brian Hirsch

Daniel B Hirsch
IAR
RR
CRD#: 3182714
Location:
Paramus, NJ 07652

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
27 years registered
Rebecca Jo Golembiski

Rebecca Jo Golembiski

Rebecca Jo Yentes
IAR
RR
CRD#: 3227954
Location:
Paramus, NJ 07652-2620

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Michael Figurski

Michael Figurski

IAR
RR
CRD#: 3184771
Location:
Bedminster, NJ 07921-2642

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
John George Kaiser

John George Kaiser

John George Kaiser Jr
PR
CRD#: 3268698
Location:
Plymouth, MN 55441

Registered Affiliation(s):WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

Disclosures:
Experience:
27 years registered

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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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