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Find The Best Financial Advisors in Summit, New Jersey
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Summit, New Jersey
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Summit, New Jersey, FinancialAdvisor.net is a useful resource. We've compiled a list of the 20 vetted financial advisors and non-vetted financial advisors in Summit, New Jersey, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Summit, New Jersey have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Summit, New Jersey
973-635-9500
Top Financial Advisor Firms in Summit, New Jersey (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| ECP 40 Beechwood Road, Summit, NJ, 7901 | 155020 | $18,536,443,333 | 56 | A Percentage of AUM, Performance Based |
| CIRCLE WEALTH MANAGEMENT, LLC 47 Maple Street, Suite 201 Summit, NJ, 7901 | 142878 | $6,551,177,169 | 1235 | A Percentage of AUM, Fixed Fees |
| ETF MANAGERS GROUP LLC 350 Springfield Avenue, Suite #200 Summit, NJ, 7901 | 268796 | $3,483,619,133 | 12 | A Percentage of AUM |
| SOLUS ALTERNATIVE ASSET MANAGEMENT LP 25 Maple Street, 2nd Floor Summit, NJ, 7901 | 144155 | $3,391,836,721 | 33 | A Percentage of AUM, Performance Based |
| RIVULET CAPITAL, LLC 25 Deforest Avenue, Suite 305 Summit, NJ, 7901 | 163597 | $3,344,091,348 | 4 | A Percentage of AUM, Performance Based |
| JOURNEY STRATEGIC WEALTH LLC 104 Summit Avenue, Summit, NJ, 7901 | 310648 | $2,726,392,525 | 1547 | A Percentage of AUM, Hourly charges, Fixed Fees |
| RSW INVESTMENTS 47 Maple Street, Suite 304 Summit, NJ, 7901 | 302023 | $2,141,183,720 | 1634 | A Percentage of AUM |
| CONVERSANT CAPITAL LLC 25 Deforest Avenue, Summit, NJ, 7901 | 308201 | $1,591,730,563 | 12 | A Percentage of AUM, Performance Based |
| RIDGELEIGH CAPITAL 19 Beechwood Road, 3rd Floor Summit, NJ, 7901 | 171905 | $871,133,244 | 6 | A Percentage of AUM, Fixed Fees, Performance Based |
| UNION GROVE VENTURE PARTNERS 47 Maple St., Suite 106 Summit, NJ, 7901 | 170880 | $714,998,368 | 11 | A Percentage of AUM, Performance Based |
| M&R CAPITAL MANAGEMENT INC 25 Union Place, 3rd Floor Summit, NJ, 7901 | 110472 | $454,433,265 | 450 | A Percentage of AUM, Hourly charges, Fixed Fees |
| GULFSTREAM CM, LLC 450 Springfield Avenue, Suite 204, Summit, NJ, 7901 | 165459 | $453,726,050 | 20 | A Percentage of AUM, Performance Based |
| SYSTEM 2 ADVISORS, L.P. 47 Maple Street, 303 A Summit, NJ, 7901 | 164189 | $450,000,000 | 4 | A Percentage of AUM, Performance Based |
| BRAVE FAMILY ADVISORS 47 Summit Avenue, Summit, NJ, 7901 | 108512 | $439,349,725 | 726 | A Percentage of AUM, Other (CONSULTING FEES BASED UPON A PERCENTAGE OF PLAN ASSETS) |
| SEABRIDGE INVESTMENT ADVISORS LLC 450 Springfield Ave., Suite 301 Summit, NJ, 07901-2610 | 108681 | $374,626,969 | 317 | A Percentage of AUM, Fixed Fees |
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