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AdvisorCheck > By State > New Jersey > Parsippany

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)
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
Josefina Ang

Josefina Ang

Bea Ang
IAR
RR
CRD#: 3165649
Location:
New York, NY 10019

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

Disclosures:
Experience:
27 years registered
Michael Andrew Davis

Michael Andrew Davis

Michael A Davis
IAR
RR
CRD#: 3218748
Location:
New York, NY 10019

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

Disclosures:
Experience:
27 years registered
Jeffrey R Gersten

Jeffrey R Gersten

IAR
RR
CRD#: 2631946
Location:
New York, NY 10036

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

Disclosures:
Experience:
27 years registered
Tallie Donmaule Taylor

Tallie Donmaule Taylor

IAR
RR
CRD#: 3261495
Location:
New York, NY 10036

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
27 years registered
Christopher Scott Mcilraith

Christopher Scott Mcilraith

Chris Mcilraith
IAR
RR
CRD#: 3273011
Location:
New York, NY 10036

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Keith Bernard Henry

Keith Bernard Henry

Keith B Henry
PR
CRD#: 3140786
Location:
New York, NY 10179

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

Disclosures:
Experience:
27 years registered
Daniel J Jackson

Daniel J Jackson

IAR
RR
CRD#: 3193349
Location:
New York, NY 10023

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
27 years registered
Peter Gregory Stephanatos

Peter Gregory Stephanatos

Peter G Stephanatos
IAR
RR
CRD#: 2902643
Location:
New York, NY 10168

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Alexander Wolff Kohn

Alexander Wolff Kohn

Alexander Kohn
IAR
RR
CRD#: 3276483
Location:
New York, NY 10020

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
27 years registered
Christopher Aidan Toomey

Christopher Aidan Toomey

Christopher Toomey
IAR
RR
CRD#: 3260647
Location:
New York, NY 10055

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
27 years registered
William Bane

William Bane

William B Bane, William B. Bane, William Bradford Bane, William Bane
IAR
RR
CRD#: 3095308
Location:
New York, NY 10036

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

Disclosures:
Experience:
28 years registered
Jennifer Leoce

Jennifer Leoce

Jennifer A Leoce
IAR
RR
CRD#: 3039486
Location:
New York, NY 10172

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

Disclosures:
Experience:
24 years registered
Hillary Cullen

Hillary Cullen

IAR
RR
CRD#: 3140467
Location:
Slate Hill, NY

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
27 years registered
Joseph Michael Cantore III

Joseph Michael Cantore III

J Michael Cantore Iii, J. M Cantore Iii, J. M Cantore Iii Iii
IAR
RR
CRD#: 3131539
Location:
New York, NY 10017

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
27 years registered
Brendan Ronald Jones

Brendan Ronald Jones

IAR
RR
CRD#: 3132501
Location:
New York, NY 10017

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
27 years registered

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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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