A Tradition in Money Management
Parsons Capital Management is one of the largest independently owned investment management firms in the region. Our assets under management have increased from $60 million in 1994 to over $2 billion
as of December 31, 2024.
Our investment professionals work with individuals, trusts, foundations, institutions, and retirement accounts. We believe that successful asset management results from our collective personal experience gathered over numerous market cycles, in-depth analysis of the current markets, and a thorough understanding
of the financial needs of our clients.
$2+
Billion in AUM
as of December 31, 2024
30
Years in Business
3
Office Locations
CNBC Financial Advisor Award Winner 2025
CNBC 2025 FA 100: This rating is as of October 1, 2025, based upon a questionnaire completed by Parsons Capital Management, Inc. ("PCM") and other participating advisers. PCM did not pay a fee to be included in any such ranking. However, after receiving the designation (and not as a condition to receiving it), PCM paid a fee in exchange for logo licensing, plaques, or other means to commemorate the designation. The rating may not be representative of any one client’s experience, does not evaluate the quality of services provided to clients and is not indicative of future performance. CNBC is not affiliated with PCM. The Financial Advisor 100 is based on core data points gathered from the data provider, AccuPoint Solutions. AccuPoint then applied the following weighted categories to further refine and rank the firms: disclosures, years in existence, number of employees, number of investment advisors registered with the firm, number of Certified Financial Planners, ratio of investment advisors to total number of employees, AUM, percentage of discretionary AUM, total accounts, number of states where the RIA is registered and country of domicile.
What investment services and advice can you provide me?
We invite you to download our Client Relationship Summary (Form CRS) to learn more about our services.
Perspectives Quarterly Newsletter: Q3 2025
September shook off its reputation for the worst month of the year with a risk-on rally that took domestic indices up over 30% from their March lows.
Read More
