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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)
Paul Gerard Deehan

Paul Gerard Deehan

IAR
RR
CRD#: 2868726
CFP®: Certified Financial Planner
Location:
Summit, NJ 07901

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
29 years registered
Gerard Edward Raho

Gerard Edward Raho

IAR
RR
CRD#: 1607815
Location:
Mendham, NJ 07945-1538

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
39 years registered
Brian G. Gerard Lockier

Brian G. Gerard Lockier

Brian Gerard Lockier, Brian Lockier
IAR
RR
CRD#: 1615519
Location:
Westfield, NJ 07090

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
39 years registered
Christopher Dipietro

Christopher Dipietro

IAR
RR
CRD#: 1456452
Location:
Warren, NJ 07059

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
40 years registered
Nicholas Joseph Pepe

Nicholas Joseph Pepe

Nicholas Pepe
IAR
RR
CRD#: 1630336
Location:
Paramus, NJ 07652

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
39 years registered
Randall John Ruger

Randall John Ruger

IAR
RR
CRD#: 1640346
Location:
Oradell, NJ 07649

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
39 years registered
Alan Neil Rechtschaffen

Alan Neil Rechtschaffen

Alan Neil Rechitschaffen, Alan N Rechtschaffen
IAR
RR
CRD#: 1871351
Location:
New York, NY 10019

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
36 years registered
Sueanne Leah Schulman

Sueanne Leah Schulman

Sueanne L Schulman, Sueanne Schulman
IAR
RR
CRD#: 1735775
Location:
New York, NY 10036

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
39 years registered
Michael Alan Sharkansky

Michael Alan Sharkansky

Michael Alan Sharkansky, Michael Sharkansky
IAR
RR
CRD#: 1871346
Location:
New York, NY 10023

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
36 years registered
Seth Joseph Finkel

Seth Joseph Finkel

IAR
RR
CRD#: 1366138
Location:
New York, NY 10104

Registered Affiliation(s):NEUBERGER BERMAN BD LLC

Disclosures:
Experience:
37 years registered
David Starker

David Starker

David John Starker, David Starker
IAR
RR
CRD#: 1543665
Location:
New York, NY 10172

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

Disclosures:
Experience:
39 years registered
Robert Kushel

Robert Kushel

Robert Wayne Kushel
IAR
RR
CRD#: 1638661
Location:
New York, NY 10172

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

Disclosures:
Experience:
39 years registered
Henry Adam Ludwicki

Henry Adam Ludwicki

Hank Ludwicki, Henry A Ludwicki
IAR
RR
CRD#: 1277897
Location:
New York, NY 10171

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
36 years registered
Brendan Jude Kenny

Brendan Jude Kenny

Brendon J Kenny
IAR
RR
CRD#: 2931806
CFP®: Certified Financial Planner
Location:
New York, NY 10016

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
29 years registered
Richard J Doyle

Richard J Doyle

Jim Doyle, Richard J Doyle, Richard James Doyle Jr, Richard James Doyle Jr.
IAR
RR
CRD#: 1557054
Location:
New York, NY 10017

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

Disclosures:
Experience:
40 years registered
Joshua Hyman Sucov

Joshua Hyman Sucov

Joshua H Sucov, Joshua Sucov
IAR
RR
CRD#: 1736785
Location:
West Nyack, NY 10994-2226

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
39 years registered
Timothy Michael Dalton

Timothy Michael Dalton

Timothy Michael Dalton
IAR
RR
CRD#: 1640160
Location:
Branchville, NJ 07826

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
39 years registered
James Daniel Sullivan

James Daniel Sullivan

IAR
RR
CRD#: 2550473
AIF®: Accredited Investment Fiduciary
Location:
Morristown, NJ 07960

Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC

Disclosures:
Experience:
32 years registered
Peter Jeffrey Christakos

Peter Jeffrey Christakos

P J Christakos, P Jeffrey Christakos
IAR
CRD#: 2010712
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Westfield, NJ 07090

Registered Affiliation(s):WESTFIELD WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
36 years registered
Jaime W Wright

Jaime W Wright

Jaime Wright
IAR
RR
CRD#: 1872379
CPWA®: Certified Private Wealth Advisor
Location:
New York, NY 10019

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

Disclosures:
Experience:
34 years registered
John O'hara

John O'hara

John T Ohara, John Terhune Ohara
IAR
RR
CRD#: 1853344
Location:
West Caldwell, NJ 07006

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
38 years registered
Guy W Bock

Guy W Bock

Guy William Bock Jr, Guy William Bock
IAR
RR
CRD#: 1622260
Location:
Morristown, NJ 07960

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
39 years registered
Susan Daniele

Susan Daniele

Susan Lynn Wallasky
IAR
RR
CRD#: 1780415
Location:
Pompton Plains, NJ 07444

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
38 years registered
Eva Teilborg

Eva Teilborg

Eva Judy Teilborg, Eva Judy Teilborgsicoli, Eva J Teilborg
IAR
RR
CRD#: 2901200
CFP®: Certified Financial Planner
Location:
Saddle Brook, NJ 07663

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 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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