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Find Retirement Advisors for Retirement Planning in Parsippany, New Jersey

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 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 registration checks. 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.

Finding the Best Retirement Planners in Parsippany, New Jersey

Last Updated - April 25, 2025

Parsippany has 23 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.

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List of Qualified Retirement Planning Advisors in Parsippany, New Jersey

VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Flat Fee

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Condor Capital Wealth Management
CFP^®, CIMA^®, EA, CFA^®, CDFA^®

Qualifications
Firm CRD# 104920
Series 65

Minimum Assets Required
$500,000

Address

1973 Washington Valley Road,
Martinsville, NJ 08836 See Details

Advisory Services:

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

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Eric Mancini
CAIA^®, CFP^®, CFA^®
Traphagen Financial Group

Qualifications
CRD# 5231486
Firm CRD# 107764
Series 65

Minimum Assets Required
$500,000

Address

234 Kinderkamack Rd,
Oradell, NJ 07649 See Details

Advisory Services:

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

Compensation/Fee

Fee-Only, Hourly, Based on Assets

Find An Advisor

VERIFIED

Dan Brady
Savvy Advisors

Qualifications
CRD# 2172300
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

900 Broadway Ste. 202,
New York, NY 10003 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

Farther Finance, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Address

4 World Trade Center,
New York, NY 10019 See Details

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Louis Green
CFP^®, CPWA^®, CFA^®
Savvy Advisors

Qualifications
CRD# 2790531
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

363 Bond Street,
Apt 205,
Brooklyn, NY 11231 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Altfest Personal Wealth Management
CPA, CFP^®, CFA^®, ChFC^®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Peter Gellman
Palmerston Group Advisors, LLC

Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66

Minimum Assets Required
$400,000

Address

320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Doug Frew
CFP^®, ChFC^®, AWMA^®
BroadFront Capital Management

Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$250,000

Address

101 Crawfords Corner Rd, Suite 1120,
Holmdel, NJ 07733 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jim Kilcommons
CFP^®
Princeton Global

Qualifications
CRD# 1340382
Firm CRD# 146644

Minimum Assets Required
$0

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Based on Assets

Find An Advisor

VERIFIED

Smallwood Wealth
CFP^®, AIF^®

Qualifications
Firm CRD# 288663
Series 7, 66

Minimum Assets Required
$150,000

Address

199 Broad Street,
Red Bank, NJ 07701 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Address

684 Broadway,
Massapequa, NY 11758 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Procyon Partners, LLC

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

Top 8 Retirement Planning firms in Parsippany, New Jersey (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4 Campus Drive, Parsippany, NJ, 07054	$11,545,251,683	19276	330	A percentage of AUM, Fixed fees
2	389 Interpace Parkway, Suite 3 Parsippany, NJ, 07054	$2,440,851,802	3685	39	A percentage of AUM, Hourly charges, Fixed fees
3	400 Interpace Parkway, Building C, 2nd Floor Parsippany, NJ, 07054	$949,397,508	1941	20	A percentage of AUM, Hourly charges, Fixed fees
4	2001 Route 46, Waterview Plaza Parsippany, NJ, 07054	$472,710,937	1178	70	A percentage of AUM, Commission Based
5	1 Gatehall Drive, Suite 207 Parsippany, NJ, 07054	$323,242,329	568	3	A percentage of AUM, Hourly charges, Fixed fees
6	14 Walsh Drive, Suite 302 Parsippany, NJ, 07054	$293,619,805	401	12	A percentage of AUM, Fixed fees
7	900 Lanidex Plaza - Suite 110, Parsippany, NJ, 07054	$190,526,279	606	5	A percentage of AUM, Fixed fees
8	900 Lanidex Plaza, Suite 230 Parsippany, NJ, 07054	$156,881,380	6	2	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Parsippany, New Jersey

SUMMIT FINANCIAL, LLC

Find an Advisor

QualificationsFirm CRD# 299322

Assets Under Management $11,545,251,683

No. Of Clients19276

Clients Per Financial Advisor58

SUMMIT FINANCIAL, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19276 clients. The team consists of 330 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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SAX WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 119193

Assets Under Management $2,440,851,802

No. Of Clients3685

Clients Per Financial Advisor94

SAX WEALTH ADVISORS, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3685 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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SIGNET FINANCIAL MANAGEMENT, LLC

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QualificationsFirm CRD# 105310

Assets Under Management $949,397,508

No. Of Clients1941

Clients Per Financial Advisor97

SIGNET FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $949M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1941 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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HENNION & WALSH ASSET MANAGEMENT, INC.

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QualificationsFirm CRD# 126236

Assets Under Management $472,710,937

No. Of Clients1178

Clients Per Financial Advisor17

HENNION & WALSH ASSET MANAGEMENT, INC. is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $473M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1178 clients. The team consists of 70 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

ACCRETIVE WEALTH PARTNERS, LLC

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QualificationsFirm CRD# 299544

Assets Under Management $323,242,329

No. Of Clients568

Clients Per Financial Advisor189

ACCRETIVE WEALTH PARTNERS, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 568 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

MRA ADVISORY GROUP

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QualificationsFirm CRD# 287933

Assets Under Management $293,619,805

No. Of Clients401

Clients Per Financial Advisor33

MRA ADVISORY GROUP is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $294M assets under management, the firm specializes in crafting personalized retirement planning solutions for 401 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

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LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT

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QualificationsFirm CRD# 171967

Assets Under Management $190,526,279

No. Of Clients606

Clients Per Financial Advisor121

LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 606 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

VETERI PLACE CORPORATION

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QualificationsFirm CRD# 160664

Assets Under Management $156,881,380

No. Of Clients6

Clients Per Financial Advisor3

VETERI PLACE CORPORATION is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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