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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 Edward Barna

Michael Edward Barna

Michael Barna
IAR
RR
CRD#: 1236348
CFP®: Certified Financial PlannerCPWA®: Certified Private Wealth Advisor
Location:
Chester, NJ 07930

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

Disclosures:
Experience:
13 years registered
Eric Michael Aiello

Eric Michael Aiello

Eric M Aiello, Eric Aiello
IAR
RR
CRD#: 3234251
CFP®: Certified Financial Planner
Location:
Paramus, NJ 07652

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

Disclosures:
Experience:
26 years registered
Michael David Gibney

Michael David Gibney

IAR
CRD#: 2263163
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Westwood, NJ 07675

Registered Affiliation(s):MODERA WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
27 years registered
Robert Thorburn

Robert Thorburn

IAR
RR
CRD#: 2939316
AIF®: Accredited Investment Fiduciary
Location:
New York, NY 10172

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

Disclosures:
Experience:
26 years registered
Michael Ari Gabay

Michael Ari Gabay

Michael A Gabay
IAR
RR
CRD#: 3009904
Location:
Morristown, NJ 07960

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
28 years registered
Jason Phillip Beswick

Jason Phillip Beswick

IAR
RR
CRD#: 3093495
Location:
Morristown, NJ 07960

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
Anthony Michael D'auria

Anthony Michael D'auria

Anthony M D Auria, Anthony Michael D Auria, Anthony M D'auria, Anthony M Dauria, Anthony Michael Dauria
IAR
RR
CRD#: 2997866
Location:
West Orange, NJ 07052-3318

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Claudine Aiko Callison-siero

Claudine Aiko Callison-siero

Claudine Aiko Callison
IAR
RR
CRD#: 3096123
Location:
Boca Raton, FL 33431

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
28 years registered
David Adam Trinkoff

David Adam Trinkoff

David A Trinkoff
IAR
RR
CRD#: 3028558
Location:
Summit, NJ 07901

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

Disclosures:
Experience:
28 years registered
William Michael Lewis

William Michael Lewis

Bill Lewis
IAR
RR
CRD#: 3005259
Location:
Riverdale, NJ 07457

Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Disclosures:
Experience:
28 years registered
Thomas J Feely

Thomas J Feely

Thomas James Feely, Thomas Feely
IAR
RR
CRD#: 3066145
Location:
Sparta, NJ 07871

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
Siobhan G Langa

Siobhan G Langa

Siobhan Gill, Siobhan Gill Langa
IAR
RR
CRD#: 2701695
Location:
Paramus, NJ 07652

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
28 years registered
Joseph Virgone

Joseph Virgone

Joe Virgone
IAR
RR
CRD#: 3069410
Location:
Paramus, NJ 07652-2620

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
August Anthony Zenzius

August Anthony Zenzius

August A (jr) Zenzius
IAR
RR
CRD#: 3104666
Location:
Paramus, NJ 07652

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

Disclosures:
Experience:
28 years registered
Steven Cronin Castrello

Steven Cronin Castrello

Steven Castrello, Steven Cronin Castrello
IAR
RR
CRD#: 4335740
Location:
Paramus, NJ 07652-2658

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
25 years registered
Kenneth Paul Schapiro

Kenneth Paul Schapiro

Kenneth P Schapiro, Kenneth Schapiro
IAR
CRD#: 1890303
Location:
Martinsville, NJ 08836

Registered Affiliation(s):CONDOR CAPITAL WEALTH MANAGEMENT

Disclosures:
Experience:
38 years registered
John Andrew Nelson- Henry

John Andrew Nelson- Henry

John Andrew Nelson
IAR
RR
CRD#: 3090594
Location:
Paramus, NJ 07652

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

Disclosures:
Experience:
28 years registered
Steven Neal

Steven Neal

Steven Neal Mechlowicz
IAR
RR
CRD#: 3003926
Location:
New York, NY 10019

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

Disclosures:
Experience:
28 years registered
Marc D Seidenberg

Marc D Seidenberg

Marc D Seidenberg, Marc Douglas Seidenberg
IAR
RR
CRD#: 3095017
Location:
New York, NY 10019

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

Disclosures:
Experience:
28 years registered
Jimmy Quan

Jimmy Quan

IAR
RR
CRD#: 5565582
CFP®: Certified Financial Planner
Location:
New York, NY 10019

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

Disclosures:
Experience:
18 years registered
Eden Loren Lopez-robles

Eden Loren Lopez-robles

Eden L Lopez, Eden Loren Lopez Mrs., Eden L Lopez-Robles, Eden L Wolland, Eden Loren Wolland
IAR
RR
CRD#: 2907354
Location:
New York, NY 10036

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
29 years registered
Katherine K Waters

Katherine K Waters

Katherine Kierce Bader, Katie Bader
IAR
RR
CRD#: 3109262
Location:
New York, NY 10036

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
28 years registered
Antonio S Amato

Antonio S Amato

Antonio Amato, Tony Amato
IAR
RR
CRD#: 1917816
Location:
New York, NY 10281

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

Disclosures:
Experience:
28 years registered
Thomas Edwin Iii Moore

Thomas Edwin Iii Moore

IAR
RR
CRD#: 3065413
Location:
New York, NY 10020

Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Disclosures:
Experience:
28 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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