City
Wealth management firms in Parsippany, New Jersey
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Parsippany, New Jersey reported $48.1 billion in regulatory assets under management; the largest by assets was Summit Financial, LLC, with $26.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $48.1 billion
- Average per firm
- $4.0 billion
- SEC-registered, of those listed
- 8 of 12 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Summit Financial, LLC | SEC | $26.3 billion | 40,628 |
| 2 | Onepoint BFG Wealth Partners | SEC | $15.1 billion | 28,204 |
| 3 | Sax Wealth Advisors, LLC | SEC | $3.6 billion | 5,429 |
| 4 | Signet Financial Management, LLC | SEC | $1.2 billion | 1,932 |
| 5 | Hennion & Walsh Asset Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $768.8 million | 1,821 |
| 6 | Accretive Wealth Partners, LLC | SEC | $504.5 million | 704 |
| 7 | Leicht Financial Planning and Wealth Management | SEC | $237.4 million | 197 |
| 8 | Cadia Private Client LLC | SEC | $192.5 million | 487 |
| 9 | Comprehensive Wealth Services, LLC | State | $91.7 million | 34 |
| 10 | M.K. Byrne & Co. LLC | State | $90.8 million | 130 |
| 11 | Frank Capital Management LLC | State | $7.9 million | 18 |
| 12 | Golden Lake LLC | State | $4.3 million | 13 |
Wealth management firms in New Jersey, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.