Fiduciary advisors in Parsippany, NJ

9 registered advisers

Parsippany is one of several New Jersey cities with a measurable fiduciary advisory presence. 9 SEC-registered fiduciary firms serve the area, 8 on a fee-only basis.

ACCRETIVE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Parsippany, New JerseyCRD #299544
Typical Fee--
AUM$402M
Minimum--
Clients627

CADIA PRIVATE CLIENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Parsippany, New JerseyCRD #337400
Typical Fee--
AUM$193M
Minimum--
Clients487

HENNION & WALSH ASSET MANAGEMENT, INC.

Clean RecordAlso Compensated via Brokerage
Parsippany, New JerseyCRD #126236
Typical Fee--
AUM$590M
Minimum--
Clients1,423

LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Parsippany, New JerseyCRD #171967
Typical Fee--
AUM$212M
Minimum--
Clients628

ONEPOINT BFG WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Parsippany, New JerseyCRD #318366
Typical Fee--
AUM$12.1B
Minimum--
Clients30,268

SAX WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Parsippany, New JerseyCRD #119193
Typical Fee--
AUM$2.4B
Minimum--
Clients3,685

SIGNET FINANCIAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Parsippany, New JerseyCRD #105310
Typical Fee--
AUM$1.1B
Minimum--
Clients1,907

SUMMIT FINANCIAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Parsippany, New JerseyCRD #299322
Typical Fee1.50%
AUM$15.0B
Minimum--
Clients22,079

VETERI PLACE CORPORATION

Fee-OnlyAlso Compensated via Product Sales
Parsippany, New JerseyCRD #160664
Typical Fee--
AUM$156M
Minimum--
Clients6
Fiduciary Advisors in Parsippany, New Jersey | FiduciaryListings