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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: 8,036

Average Clients per Advisor: 57

AUM: $ 15.0B

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ONEPOINT BFG WEALTH PARTNERS

CRD#: 318366

RIA

Address: 300 Kimball Drive Suite 310, Parsippany, NJ 07054

Clients: 4,996

Average Clients per Advisor: 52

AUM: $ 12.1B

SAX WEALTH ADVISORS, LLC

CRD#: 119193

RIA

Address: 389 Interpace Parkway Suite 3, Parsippany, NJ 07054

Clients: 557

Average Clients per Advisor: 23

AUM: $ 2.4B

SIGNET FINANCIAL MANAGEMENT, LLC

CRD#: 105310

RIA

Address: 400 Interpace Parkway, Building C 2nd Floor, Parsippany, NJ 07054

Clients: 371

Average Clients per Advisor: 28

AUM: $ 1.1B

HENNION & WALSH ASSET MANAGEMENT, INC.

CRD#: 126236

RIA

Address: 2001 Route 46 Waterview Plaza, Parsippany, NJ 07054

Clients: 751

Average Clients per Advisor: 68

AUM: $ 590M

ACCRETIVE WEALTH PARTNERS, LLC

CRD#: 299544

RIA

Address: 1 Gatehall Drive Suite 207, Parsippany, NJ 07054

Clients: 59

Average Clients per Advisor: 19

AUM: $ 402M

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:
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Peter Faulkner Kettle
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Peter Faulkner Kettle

Peter F Kettle
PR
CRD#: 1989806
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55402
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
36 years
Elizabeth Katz Miller
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Elizabeth Katz Miller

Elizabeth Katz
IAR
CRD#: 1985197
CFA: Chartered Financial AnalystCFP®: Certified Financial Planner
Location:
Summit, NJ 07901
Company:
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Disclosures:
Experience:
36 years
Richard Gaspare Dragotta
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Richard Gaspare Dragotta

Richard Gaspare Dragotta Mr
IAR
RR
CRD#: 2056192
Location:
Paramus, NJ 07652
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
34 years
Sungmin Park
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Sungmin Park

Ryan Park, S Ryan Park, S. Ryan Park, Sungmin Park, Sungmin Ryan Park
IAR
RR
CRD#: 1842269
Location:
Florham Park, NJ 07932
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
30 years
Anthony J. Macagna
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Anthony J. Macagna

Anthony James Macagna, Anthony Macagna
IAR
RR
CRD#: 5740506
CFP®: Certified Financial Planner
Location:
Ridgewood, NJ
Company:
STRATEGIC ADVISERS LLC
Disclosures:
Experience:
16 years
Anita Narendra Srivastava
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Anita Narendra Srivastava

Anita Srivastava
IAR
RR
CRD#: 6267449
CFP®: Certified Financial Planner
Location:
Paramus, NJ 07652
Company:
MORGAN STANLEY
Disclosures:
Experience:
12 years

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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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