Allied Wealth Partners Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

Allied Wealth Partners is an independent financial services firm based in Parsippany, New Jersey, serving clients in the tri-state area and beyond. It provides independent, personalized financial guidance through an open-architecture platform and coordinates its securities and advisory services via Cetera-affiliated entities. With more than fifty years of experience, the firm emphasizes a broad advisor network to address diverse needs of individuals, families, and businesses.

The organization describes a close-knit, supportive team culture designed to foster reliable, long-term relationships and a sense of continuity for clients. In December 2025, reports noted a data breach investigation involving Allied Wealth Partners, indicating a recent security-related development.

Find Allied Wealth Partners employees' phone numbers or email addresses

Allied Wealth Partners Global Highlights

Location
Employees

North America
186

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  • United States Of America
    186

Africa
1

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  • Ghana
    1

Allied Wealth Partners's Leadership

  • Stylized image of a person
    J. H. L.
    Ceo
    Phone icon
  • Stylized image of a person
    G. L.
    Vice President Of Investments
    Phone icon
  • Stylized image of a person
    T. P.
    Vp Of Finance
    Phone icon
  • Stylized image of a person
    M. O.
    Vice President Of Human Resources
    Phone icon
  • Stylized image of a person
    M. D.
    President
    Phone icon
  • Stylized image of a person
    L. P.
    President, Long Island Division
    Phone icon
  • Stylized image of a person
    M. S.
    President
    Phone icon
  • Stylized image of a person
    J. E.
    Managing Partner
    Phone icon

Allied Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Recruiting
  • Accounting
  • Other

Contact profiles from Allied Wealth Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. H. L.
    Ceo
    Phone icon
    United StatesNew Jersey
    Jun 24, 2026
  • Stylized image of a person
    M. D.
    President
    Phone icon
    United StatesNew Jersey
    Jun 24, 2026
  • Stylized image of a person
    J. E.
    Managing Partner
    Phone icon
    United StatesFlorida
    Apr 14, 2026
  • Stylized image of a person
    A. B.
    Partner
    Phone icon
    United StatesNew Jersey
    Apr 15, 2026
  • Stylized image of a person
    G. E. M.
    Partner
    Phone icon
    United StatesNew Jersey
    May 30, 2026
  • Stylized image of a person
    P. P.
    Partner
    Phone icon
    United StatesNew Jersey
    Jun 08, 2026
  • Stylized image of a person
    L. P.
    President, Long Island Division
    Phone icon
    United StatesNew York
    May 29, 2026
  • Stylized image of a person
    M. S.
    Managing Partner
    Phone icon
    United StatesFlorida
    Jun 02, 2026
  • Stylized image of a person
    A. L.
    Managing Partner
    Phone icon
    United StatesFlorida
    Apr 17, 2026
  • Stylized image of a person
    K. D.
    Partner
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Allied Wealth Partners known for?

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Allied Wealth Partners was founded in 1966 operates in the Financial Services industry. The company's main headquarters is located in 14 Walsh Drive Suite 100 Parsippany, New Jersey 07054 United States; you can contact the main corporate office by phone at . Explore Allied Wealth Partners's company overview page for more information.

What is Allied Wealth Partners's most common email format?

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Allied Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allied Wealth Partners email formats with LeadIQ.

How many employees does Allied Wealth Partners have currently?

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Allied Wealth Partners has approximately 100 employees as of June 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Allied Wealth Partners's key employees and leadership?

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As of June 2026, Allied Wealth Partners's key employees include:

  • Ceo: J. H. L.
  • Vice President Of Investments: G. L.
  • Vp Of Finance: T. P.
  • Vice President Of Human Resources: M. O.
  • President: M. D.

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