SUMMIT FINANCIAL, LLC
Parsippany, NJ
AUM
$22.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
216 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
973-285-3600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ, PARSIPPANY
9 advisers found
ONEPOINT BFG WEALTH PARTNERS
Parsippany, NJ
AUM
$15.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
104 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(973) 575-4180
SAX WEALTH ADVISORS, LLC
Parsippany, NJ
AUM
$3.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
973-859-2199
SIGNET FINANCIAL MANAGEMENT, LLC
Parsippany, NJ
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(973) 543-6660
HENNION & WALSH ASSET MANAGEMENT, INC.
Parsippany, NJ
AUM
$768.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Commissions
973-299-8989
ACCRETIVE WEALTH PARTNERS, LLC
Parsippany, NJ
AUM
$504.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(973) 970-2627
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT
Parsippany, NJ
AUM
$237.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-599-0400
CADIA PRIVATE CLIENT LLC
Parsippany, NJ
AUM
$192.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
973-993-6300
M.K. BYRNE & CO. LLC
Parsippany, NJ
AUM
$90.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(973) 265-2905