Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Parsippany has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Parsippany, New Jersey have an average of 21 years of experience.
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Flat Fee
Michael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Scott Schwartz
CFP®
Bleakley Financial
Qualifications
CRD# 1315182
Firm CRD# 318366
Series 7, 63, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Ryan Woodring
CFP®
Heritage Investment Partners, LLP / LPL Financial Advisor
Qualifications
CRD# 4595724
Firm CRD# 6413
Series 7, 31, 66
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based
Joseph Franciscone
Apollo Financial Advisors
Qualifications
CRD# 2956961
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Flat Fee, Based on Assets
HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Christopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
Condor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA®
Qualifications
Firm CRD# 104920
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Eric Mancini
CAIA®, CFP®, CFA®
Traphagen Financial Group
Qualifications
CRD# 5231486
Firm CRD# 107764
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Hourly, Based on Assets
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Fee-Only, Flat Fee, Based on Assets
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Peter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Not Specified.
Fee-Based, Flat Fee, Based on Assets
Daniel Chen
None
DC Strategies, Integrated Wealth Mgt.
Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative
Minimum Assets Required
$0
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services.
Fee-Based, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | SUMMIT FINANCIAL, LLC 4 Campus Drive, Parsippany, NJ, 7054 | $6,154,141,421 | 11930 | 226 | A Percentage of AUM, Fixed Fees |
2 | SAX WEALTH ADVISORS, LLC 389 Interpace Parkway, Suite 3 Parsippany, NJ, 7054 | $1,287,688,205 | 2664 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | SIGNET FINANCIAL MANAGEMENT, LLC 400 Interpace Parkway, Building C, 2nd Floor Parsippany, NJ, 7054 | $839,651,662 | 1945 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | HENNION & WALSH ASSET MANAGEMENT, INC. 2001 Route 46, Waterview Plaza Parsippany, NJ, 7054 | $379,709,431 | 1056 | 70 | A Percentage of AUM, Commission Based |
5 | ACCRETIVE WEALTH PARTNERS, LLC 1 Gatehall Drive, Suite 207 Parsippany, NJ, 7054 | $262,838,228 | 501 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | MRA ADVISORY GROUP 3799 Us Highway 46, Suite 100 Parsippany, NJ, 7054 | $213,519,270 | 1209 | 15 | A Percentage of AUM, Fixed Fees |
7 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT 900 Lanidex Plaza - Suite 110, Parsippany, NJ, 7054 | $173,668,995 | 866 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | VETERI PLACE CORPORATION 100 Lanidex Plaza, Suite 100 Parsippany, NJ, 7054 | $169,973,573 | 7 | 2 | A Percentage of AUM, Performance Based |
QualificationsFirm CRD# 299322
Assets Under Management $6,154,141,421
No. Of Clients11930
Clients Per Financial Advisor53
SUMMIT FINANCIAL, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11930 clients. The team consists of 226 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119193
Assets Under Management $1,287,688,205
No. Of Clients2664
Clients Per Financial Advisor205
SAX WEALTH ADVISORS, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2664 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105310
Assets Under Management $839,651,662
No. Of Clients1945
Clients Per Financial Advisor97
SIGNET FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $840M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1945 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126236
Assets Under Management $379,709,431
No. Of Clients1056
Clients Per Financial Advisor15
HENNION & WALSH ASSET MANAGEMENT, INC. is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $380M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1056 clients. The team consists of 70 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 299544
Assets Under Management $262,838,228
No. Of Clients501
Clients Per Financial Advisor167
ACCRETIVE WEALTH PARTNERS, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 501 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 287933
Assets Under Management $213,519,270
No. Of Clients1209
Clients Per Financial Advisor81
MRA ADVISORY GROUP is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1209 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171967
Assets Under Management $173,668,995
No. Of Clients866
Clients Per Financial Advisor173
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 866 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 160664
Assets Under Management $169,973,573
No. Of Clients7
Clients Per Financial Advisor4
VETERI PLACE CORPORATION is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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