Top financial advisors in Mendham, NJ
We've curated a list of the best financial advisors in Mendham, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $469,009,660 Number of advisors 5 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Mendham, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Parisi Gray Wealth Management, LLC
Parisi Gray Wealth Management, LLC is a registered investment advisor established in January 2016, located in Mendham, New Jersey. The firm specializes in offering investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses. As a fiduciary, Parisi Gray upholds a duty of loyalty, fairness, and good faith towards each client, seeking to mitigate potential conflicts of interest. The firm provides wealth management services, including customized investment advisory solutions, financial planning, and consulting services. For wealth management services, clients are charged a combined fee for investment management and financial planning services based on the market value of assets under management. The fees range up to 2.00% annually and are paid quarterly in advance. Parisi Gray primarily employs fundamental, technical, and cyclical analysis methods in developing investment strategies for its clients. The firm's investment approach is primarily long-term focused, but positions may be bought, sold, or reallocated as needed. The firm manages $689,911,655 in client assets as of December 31, 2024, with $679,851,313 managed on a discretionary basis and $10,060,342 on a non-discretionary basis. Parisi Gray does not charge performance-based fees and does not participate in wrap fee programs. Clients have the option to place reasonable restrictions on the types of investments held in their portfolios. The firm also provides information about the background and qualifications of its key personnel, John F. Parisi and David P. Gray, in compliance with regulatory requirements.
$469,009,660 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Mendham, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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