| 1. Summit Financial, LLC CRD 299322 · Limited Liability Company | PARSIPPANY, NJ | $22.5B Mar 2026 | +$10.9B+94.6% | +$16.0B+247.0% | +$19.0B+554.0% | +$19.4B+634.5% | +268 employees+120.7% over 3Y | +25,952 accounts+252.4% over 3Y |
| 2. Onepoint Bfg Wealth Partners CRD 318366 · Limited Liability Company | PARSIPPANY, NJ | $15.1B Apr 2026 | +$5.1B+50.3% | +$7.7B+102.9% | — | — | +40 employees+24.2% over 3Y | +7,571 accounts+36.7% over 3Y |
| 3. Sax Wealth Advisors, LLC CRD 119193 · Limited Liability Company | PARSIPPANY, NJ | $3.6B May 2026 | +$1.2B+47.3% | +$2.3B+179.3% | +$2.5B+228.9% | +$3.4B+1461.8% | +26 employees+200.0% over 3Y | +2,765 accounts+103.8% over 3Y |
| 4. Signet Financial Management, LLC CRD 105310 · Limited Liability Company | PARSIPPANY, NJ | $1.2B Mar 2026 | +$117.8M+11.1% | +$336.4M+40.1% | +$366.4M+45.3% | +$889.3M+310.1% | -2 employees-10.5% over 3Y | -13 accounts-0.7% over 3Y |
| 5. Hennion & Walsh Asset Management, INC. CRD 126236 · Corporation | PARSIPPANY, NJ | $768.8M Mar 2026 | +$178.7M+30.3% | +$389.1M+102.5% | +$499.6M+185.5% | +$665.0M+640.5% | +5 employees+7.1% over 3Y | +765 accounts+72.4% over 3Y |
| 6. Accretive Wealth Partners, LLC CRD 299544 · Limited Liability Company | PARSIPPANY, NJ | $504.5M May 2026 | +$103.0M+25.6% | +$241.7M+92.0% | +$311.7M+161.7% | — | 0 employees+0.0% over 3Y | +203 accounts+40.5% over 3Y |
| 7. Leicht Financial Planning And Wealth Management CRD 171967 · Corporation | PARSIPPANY, NJ | $237.4M Mar 2026 | +$25.3M+11.9% | +$63.7M+36.7% | +$76.6M+47.6% | — | 0 employees+0.0% over 3Y | -669 accounts-77.3% over 3Y |
| 8. Cadia Private Client LLC CRD 337400 · Limited Liability Company | PARSIPPANY, NJ | $192.5M Feb 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 9. Veteri Place Corporation CRD 160664 · Corporation | PARSIPPANY, NJ | $150.7M Mar 2026 | -$4.8M-3.1% | -$19.3M-11.3% | -$28.8M-16.1% | -$30.0M-16.6% | 0 employees+0.0% over 3Y | -1 accounts-14.3% over 3Y |