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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)
Dominique Israel

Dominique Israel

IAR
RR
CRD#: 2428913
CFP®: Certified Financial Planner
Location:
West Orange, NJ

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
33 years registered
Michelle Lynn Heide

Michelle Lynn Heide

Michelle Lynn Herman
IAR
RR
CRD#: 2186588
CFP®: Certified Financial Planner
Location:
Clinton, NJ 08809

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
34 years registered
Thomas J Fox

Thomas J Fox

IAR
RR
CRD#: 2315707
CFP®: Certified Financial Planner
Location:
Short Hills, NJ 07078

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
33 years registered
Jeffrey Stuart Rosenblum

Jeffrey Stuart Rosenblum

IAR
RR
CRD#: 2612975
CFP®: Certified Financial Planner
Location:
Short Hills, NJ 07078

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
31 years registered
Amy Harrison

Amy Harrison

Amy Harrison Donnelly, Amy Donnelly Harrison
IAR
RR
CRD#: 2373409
CFP®: Certified Financial Planner
Location:
Rochelle Park, NJ 07662

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

Disclosures:
Experience:
33 years registered
Jason I Feldman

Jason I Feldman

Jason Isaac Feldman
IAR
RR
CRD#: 1812829
CIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
New York, NY 10019

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
38 years registered
Bruce Scott Lubatkin

Bruce Scott Lubatkin

IAR
RR
CRD#: 2370746
CFP®: Certified Financial Planner
Location:
Cresskill, NJ 07626

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
33 years registered
Stephan E. Rothe

Stephan E. Rothe

Stephan Erno Rothe, Stephen E Rothe
IAR
RR
CRD#: 2447464
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial PlannerCIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Morristown, NJ 07960

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

Disclosures:
Experience:
32 years registered
Matthew Romolo Rotella

Matthew Romolo Rotella

Matt Rotella
IAR
RR
CRD#: 2525791
CFP®: Certified Financial Planner
Location:
Riverdale, NJ 07457-1426

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Walter John Loin

Walter John Loin

Walter J Loin, Wladyslaw J Loin
IAR
RR
CRD#: 1881075
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Paramus, NJ 07652-2647

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Joseph John Kennelly

Joseph John Kennelly

IAR
RR
CRD#: 2439679
CFP®: Certified Financial Planner
Location:
Paramus, NJ 07652

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
32 years registered
Nicholas Matthew Carriello

Nicholas Matthew Carriello

Nicholas M Carriello
IAR
RR
CRD#: 2831619
CFP®: Certified Financial Planner
Location:
New York, NY 10019

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

Disclosures:
Experience:
29 years registered
Joel Leslie Konigsberg

Joel Leslie Konigsberg

IAR
RR
CRD#: 2434311
CFP®: Certified Financial Planner
Location:
New York, NY 10036

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
32 years registered
Jason Richard Newcomb

Jason Richard Newcomb

IAR
RR
CRD#: 2505545
CFP®: Certified Financial Planner
Location:
Clinton, NJ 08809

Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.

Disclosures:
Experience:
32 years registered
Neil George Carousso

Neil George Carousso

IAR
RR
CRD#: 2523062
CFP®: Certified Financial Planner
Location:
Bayside, NY 11361

Registered Affiliation(s):NGC FINANCIAL, LLC

Disclosures:
Experience:
32 years registered
Robert David Bestwick

Robert David Bestwick

IAR
RR
CRD#: 1510118
CPWA®: Certified Private Wealth Advisor
Location:
New York, NY 10036

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

Disclosures:
Experience:
39 years registered
John Louis Vessa

John Louis Vessa

IAR
RR
CRD#: 1638906
CIMA®: Certified Investment Management Analyst
Location:
New York, NY 10036

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
39 years registered
Michael Selig Hokin

Michael Selig Hokin

Michael S Hokin
IAR
RR
CRD#: 1728763
CPWA®: Certified Private Wealth Advisor
Location:
New York, NY 10036

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

Disclosures:
Experience:
39 years registered
Kathy Lorraine Frazier

Kathy Lorraine Frazier

Kathy L Frazier, Kathy Lorraine Frazier
IAR
RR
CRD#: 1736332
CIMA®: Certified Investment Management Analyst
Location:
New York, NY 10172

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

Disclosures:
Experience:
39 years registered
Vincent Frank Signorile

Vincent Frank Signorile

IAR
RR
CRD#: 1627001
CFP®: Certified Financial Planner
Location:
New York, NY 10022

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
39 years registered
Michele Ruth Landa-brooker

Michele Ruth Landa-brooker

Michele R Landa, Michele Ruth Landa, Michele Ruth Landabrooker
IAR
RR
CRD#: 1726034
CPWA®: Certified Private Wealth Advisor
Location:
New York, NY 10022

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
39 years registered
Douglas S Ward

Douglas S Ward

Doug Ward
IAR
RR
CRD#: 2631829
CFP®: Certified Financial Planner
Location:
Hackensack, NJ 07601

Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Disclosures:
Experience:
31 years registered
Richard John Albanese

Richard John Albanese

Richard J Albanese, Richard John Albanese
IAR
RR
CRD#: 2620648
CFP®: Certified Financial Planner
Location:
Branchburg, NJ 08876-3793

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
31 years registered
Pai-yen Chung

Pai-yen Chung

Pai Yen Chung
IAR
RR
CRD#: 2583164
CFP®: Certified Financial Planner
Location:
Edison, NJ 08817

Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC

Disclosures:
Experience:
31 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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