Top 6 financial advisor firms in Parsippany

6 SEC-registered financial advisor firms are headquartered in Parsippany, NJ, with $20.8B in combined regulatory assets under management. The largest by assets are Bleakley Financial Group ($15.1B), SAX Wealth Advisors ($3.6B) and Signet Financial Management ($1.18B).

6
Financial advisor firms: $20.8B
Their combined AUM: $840M
Median firm AUM: 11,529
Clients of the top 6

The 6 largest by assets

1
Bleakley Financial Group
RIA
$15.1B
Up to 2.00% a year
2
SAX Wealth Advisors
RIA
$3.6B
0.45% to 1.00% a year
3
Signet Financial Management
RIA
$1.18B
1.00% to 1.10% a year
4
Accretive Wealth Partners
RIA
$505M
0.30% to 0.90% a year
5
Leicht Financial Planning and Wealth Management
RIA
$237M
1.00% to 2.00% a year
6
Cadia Private Client
RIA
$193M
0.65% to 1.00% a year

Profiles of the top 6

No. 1 · RIA

Bleakley Financial Group

Bleakley Financial Group is an investment adviser based in Parsippany, NJ, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $15.1 billion, as filed on 14 September 2026.

Bleakley Financial Group charges up to 2.00% a year for its Investment Advisory Fee.

Regulatory AUM: $15.1B
Clients: 8,647
Advisory staff: 104
Fee schedule: Up to 2.00% a year
Custodians: LPL Financial, Charles Schwab
Headquarters: 300 Kimball Drive, Suite 310, Parsippany, NJ 07054
Phone: 973-575-4180
Website: onepointbfg.com

No. 2 · RIA

SAX Wealth Advisors

SAX Wealth Advisors is an investment adviser based in Parsippany, NJ, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $3.6 billion, as filed on 19 August 2026.

SAX Wealth Advisors charges 0.45%–1.00% a year for its Investment Management Services.

Regulatory AUM: $3.6B
Clients: 1,655
Advisory staff: 37
Founded: 1999
Fee schedule: 0.45% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 389 Interpace Parkway, Suite 3, Parsippany, NJ 07054
Phone: 973-859-2199
Website: saxwa.com

No. 3 · RIA

Signet Financial Management

Signet Financial Management is an investment adviser based in Parsippany, NJ, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.18 billion, as filed on 27 March 2026.

Signet Financial Management charges 1.00%–1.10% a year for its Wealth Management Services.

Regulatory AUM: $1.18B
Clients: 707
Advisory staff: 12
Fee schedule: 1.00% to 1.10% a year
Custodians: Charles Schwab
Headquarters: 400 Interpace Parkway, Building C, 2nd Floor, Parsippany, NJ 07054
Phone: 973-543-6660
Website: signetfm.com

No. 4 · RIA

Accretive Wealth Partners

Accretive Wealth Partners is an investment adviser based in Parsippany, NJ, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and banking or thrift institutions. Its regulatory assets under management total $505 million, as filed on 2 June 2026.

Accretive Wealth Partners charges 0.30%–0.90% a year for its Wealth and Investment Management Services.

Regulatory AUM: $505M
Clients: 204
Advisory staff: 3
Founded: 2018
Fee schedule: 0.30% to 0.90% a year
Custodians: Charles Schwab
Headquarters: 1 Gatehall Drive, Suite 207, Parsippany, NJ 07054
Phone: 973-970-2627
Website: accretivewealthpartners.com

No. 5 · RIA

Leicht Financial Planning and Wealth Management

Leicht Financial Planning and Wealth Management is an investment adviser based in Parsippany, NJ, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $237 million, as filed on 31 March 2026.

Leicht Financial Planning and Wealth Management charges 1.00%–2.00% a year for its Asset Management.

Regulatory AUM: $237M
Clients: 194
Advisory staff: 1
Founded: 2014
Fee schedule: 1.00% to 2.00% a year
Minimum account: $25,000
Custodians: LPL Financial
Headquarters: 900 Lanidex Plaza - Suite 110, Parsippany, NJ 07054
Phone: 973-599-0400
Website: leichtwealth.com

No. 6 · RIA

Cadia Private Client

Cadia Private Client is an investment adviser based in Parsippany, NJ, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $193 million, as filed on 24 February 2026.

Cadia Private Client charges 0.65%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $193M
Clients: 122
Advisory staff: 2
Fee schedule: 0.65% to 1.00% a year
Custodians: Fidelity
Headquarters: 1 Gatehall Drive, Suite 307, Parsippany, NJ 07054
Phone: 973-993-6300
Website: cadiaprivate.com

Questions about financial advisors in Parsippany

How many financial advisor firms are headquartered in Parsippany?

6 SEC-registered financial advisor firms report their principal office in Parsippany, NJ, managing $20.8B in regulatory assets between them. The other 3 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Parsippany?

Bleakley Financial Group, with $15.1B in regulatory assets under management on its latest Form ADV. The next largest are SAX Wealth Advisors ($3.6B) and Signet Financial Management ($1.18B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Parsippany?

The median firm manages $840M in regulatory assets. That is the midpoint of the 6 firms headquartered in Parsippany.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Parsippany charge?

Of the 6 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Parsippany?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Parsippany has 6 financial advisor firms; see every adviser in the city →