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
Address: 4 Campus Drive, Parsippany, NJ 07054
Clients: 3,418
Average Clients per Advisor: 51
AUM: $ 6.2B
SAX WEALTH ADVISORS, LLC
CRD#: 119193
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
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
Address: 2001 Route 46 Waterview Plaza, Parsippany, NJ 07054
Clients: 667
Average Clients per Advisor: 95
AUM: $ 380M
ACCRETIVE WEALTH PARTNERS, LLC
CRD#: 299544
Address: 1 Gatehall Drive Suite 210, Parsippany, NJ 07054
Clients: 63
Average Clients per Advisor: 21
AUM: $ 263M
MRA ADVISORY GROUP
CRD#: 287933
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
Rocco Basillio Lepore
Registered Affiliation(s):MORGAN STANLEY
David Pillori
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Michael Duke Laitman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mariella P Foley
Registered Affiliation(s):ROUND TABLE WEALTH MANAGEMENT
Chris Schiffer
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Steven Mark Fornasieri
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Burkhardt Tamis
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
V Peter Traphagen
Registered Affiliation(s):TRAPHAGEN FINANCIAL GROUP
Andrew Dean Novick
Registered Affiliation(s):THE INVESTMENT CONNECTION LLC
Daniel Whiting Buckley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kerry Christine Davi
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Paul Schulman
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Arlo James Hanley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jason Scott Alicea
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Roland Lemoyne Breitenecker
Registered Affiliation(s):MORGAN STANLEY
Anna Sarai Winderbaum
Registered Affiliation(s):MORGAN STANLEY
Edmund Joseph Agresta MR.
Registered Affiliation(s):MORGAN STANLEY
Susan Elizabeth Peterson
Registered Affiliation(s):PATHSTONE
Ghazi Ziad Nweiran
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Ruth Elise Berger
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Elizabeth A Weikes
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gregory Adelbert Field
Registered Affiliation(s):EDWARD JONES
Keith Lamor Latimer
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Josh Eric Palestine
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
