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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)
Michael Louis Andrito

Michael Louis Andrito

Michael L Andrito, Michael Louis Andrito
IAR
RR
CRD#: 6377240
CFP®: Certified Financial Planner
Location:
Hoboken, NJ

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
12 years registered
Mark T. Starker

Mark T. Starker

Mark T Starker, Mark Starker
IAR
RR
CRD#: 2023751
Location:
New York, NY 10172

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

Disclosures:
Experience:
24 years registered
Angela M. Jogie

Angela M. Jogie

Angela M Jogie, Angela Marie Jogie
IAR
RR
CRD#: 3207893
Location:
New York, NY 10017

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

Disclosures:
Experience:
24 years registered
Devin M Darcangelo

Devin M Darcangelo

IAR
RR
CRD#: 4427147
Location:
Charleston, SC 29403

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
24 years registered
Allison B. Mccartney

Allison B. Mccartney

Alli Mccartney, Allison B. Schreter
IAR
RR
CRD#: 4585428
Location:
New York, NY

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
24 years registered
Jamal Weldon Davis

Jamal Weldon Davis

IAR
RR
CRD#: 6439099
CFP®: Certified Financial Planner
Location:
New York, NY 10171

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
11 years registered
Kurt Wilfred Grunsfeld

Kurt Wilfred Grunsfeld

IAR
RR
CRD#: 2879248
Location:
New York, NY 10017

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
24 years registered
Matthias Paul Kuhlmey

Matthias Paul Kuhlmey

IAR
RR
CRD#: 4492444
Location:
New York, NY 10017

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
24 years registered
Peter M Byrne

Peter M Byrne

Pete Byrne, Peter Michael Byrne Mr., Peter Michael Byrne, Peter Byrne
IAR
RR
CRD#: 4537882
Location:
New York, NY 10017

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
24 years registered
Kevin Eisenberg

Kevin Eisenberg

Kevin Patrick Eisenberg
IAR
RR
CRD#: 6341682
Location:
New York, NY 10017

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

Disclosures:
Experience:
11 years registered
Philippe Jacques Voegtlen

Philippe Jacques Voegtlen

Philippe Jacques Voegtlen
IAR
RR
CRD#: 6355227
CFP®: Certified Financial Planner
Location:
Glen Cove, NY

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
12 years registered
Charles Erskine Scott Brewster

Charles Erskine Scott Brewster

IAR
CRD#: 4643367
CFP®: Certified Financial Planner
Location:
Brooklyn, NY 11215

Registered Affiliation(s):BREWSTER FINANCIAL PLANNING LLC

Disclosures:
Experience:
24 years registered
Curtis William Mullins

Curtis William Mullins

Curtis William Mullins
IAR
RR
CRD#: 4481359
Location:
Holmdel, NJ 07733

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
24 years registered
David S Larkin

David S Larkin

David S Larkin Mr.
IAR
RR
CRD#: 4992353
CFP®: Certified Financial Planner
Location:
Westfield, NJ 07090

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

Disclosures:
Experience:
21 years registered
Paul George Castro

Paul George Castro

IAR
RR
CRD#: 4881872
CFP®: Certified Financial Planner
Location:
Paramus, NJ 07652-2647

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
21 years registered
Andrew Blake Einstein

Andrew Blake Einstein

Andrew B Einstein
IAR
RR
CRD#: 6536344
CFP®: Certified Financial PlannerCPWA®: Certified Private Wealth Advisor
Location:
New York, NY 10010-3643

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
11 years registered
Steven Lloyd Gottlieb

Steven Lloyd Gottlieb

Steven Gottlieb
IAR
RR
CRD#: 5006482
CPWA®: Certified Private Wealth Advisor
Location:
New York, NY 10166

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

Disclosures:
Experience:
21 years registered
Pascal Brian Murphy

Pascal Brian Murphy

IAR
RR
CRD#: 4860631
CFP®: Certified Financial Planner
Location:
West Nyack, NY 10994-2229

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
21 years registered
Mary Ann Giaimo

Mary Ann Giaimo

Mary Ann Giaimo, Mary Ann Samuels, Samuels
IAR
RR
CRD#: 3131987
Location:
Florham Park, NJ 07932

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
23 years registered
Anthony Santarella

Anthony Santarella

IAR
RR
CRD#: 4654957
Location:
Livingston, NJ 07039

Registered Affiliation(s):PRUCO SECURITIES, LLC.

Disclosures:
Experience:
23 years registered
Thomas Ignatius Cortese

Thomas Ignatius Cortese

PR
CRD#: 4663045
Location:
Minneapolis, MN 55402

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
23 years registered
Stephen M Waite

Stephen M Waite

Stephen Mark Waite
IAR
RR
CRD#: 4688855
Location:
Bedminster, NJ 07921-2642

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
23 years registered
Leonard Simon Thor

Leonard Simon Thor

Lenny Thor, Leonard Thor
IAR
RR
CRD#: 6518862
CFP®: Certified Financial Planner
Location:
Metuchen, NJ 08840

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
11 years registered
Louis Green

Louis Green

Louis Green
IAR
RR
CRD#: 2790531
AIF®: Accredited Investment FiduciaryCPWA®: Certified Private Wealth Advisor
Location:
New York, NY 10019

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
18 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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