Adviser Record

Investment advisers in Parsippany, NJ

9 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NJ

FirmAssetsEmployeesDisclosures
Summit Financial, LLC$22.47 billion4903
Onepoint Bfg Wealth Partners$15.13 billion2050
Sax Wealth Advisors, LLC$3.60 billion390
Signet Financial Management, LLC$1.18 billion170
Hennion & Walsh Asset Management, Inc.$768.8 million750
Accretive Wealth Partners, LLC$504.5 million30
Leicht Financial Planning and Wealth Management$237.4 million50
Cadia Private Client LLC$192.5 million30
Veteri Place Corporation$150.7 million23