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Largest RIA Firms in Parsippany, New Jersey by AUM

Explore registered investment advisers headquartered in Parsippany, New Jersey, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 9 firms with $48.1B in total reported AUM and median AUM of $768.8M.

Firms

Matching current profiles

Total AUM

$48.1B

Reported regulatory AUM

Median AUM

$768.8M

Across firms with AUM

Largest firm

$26.3B

Summit Financial, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Summit Financial, LLC CRD 299322 · Limited Liability Company	PARSIPPANY, NJ	$26.3B Sep 2026	+$11.4B+76.1%	+$20.2B+328.1%	+$22.2B+535.4%	+$23.3B+761.3%	+264 employees+116.8% over 3Y	+28,698 accounts+240.6% over 3Y
2. Onepoint Bfg Wealth Partners CRD 318366 · Limited Liability Company	PARSIPPANY, NJ	$15.1B Sep 2026	+$3.0B+24.7%	+$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 Oct 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 Aug 2026	+$178.7M+30.3%	+$389.1M+102.5%	+$453.2M+143.6%	+$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 Jun 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

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.