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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 22 vetted financial advisors and 21 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 21 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
Edelman Financial Engines, LLC
877-208-7414
Address
- 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details - 100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details
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, 07901 | 155020 | $21,902,147,876 | 53 | A percentage of AUM, Performance Based |
| CIRCLE WEALTH MANAGEMENT, LLC 47 Maple Street, Suite 201 Summit, NJ, 07901 | 142878 | $10,174,361,288 | 958 | A percentage of AUM, Fixed fees |
| RIVULET CAPITAL, LLC 25 Deforest Avenue, Suite 305 Summit, NJ, 07901 | 163597 | $3,436,632,258 | 4 | A percentage of AUM, Performance Based |
| SIMPLICITY WEALTH 86 Summit Ave, Ste 303 Summit, NJ, 07901 | 300572 | $3,166,555,578 | 6188 | A percentage of AUM, Hourly charges, Fixed fees |
| SOLUS ALTERNATIVE ASSET MANAGEMENT LP 25 Maple Street, 2nd Floor Summit, NJ, 07901 | 144155 | $3,158,860,114 | 33 | A percentage of AUM, Performance Based |
| JOURNEY STRATEGIC WEALTH LLC 47 Maple Street, Suite 104 Summit, NJ, 07901 | 310648 | $3,069,968,934 | 1898 | A percentage of AUM, Hourly charges, Fixed fees |
| RSW INVESTMENTS 47 Maple Street, Suite 304 Summit, NJ, 07901 | 302023 | $2,365,937,595 | 1692 | A percentage of AUM |
| CONVERSANT CAPITAL LLC 25 Deforest Avenue, Summit, NJ, 07901 | 308201 | $1,928,785,167 | 11 | A percentage of AUM, Performance Based |
| FORZA INVESTMENT GROUP, LP 35 Beechwood Road, Unit 3d Summit, NJ, 07901 | 329156 | $1,359,276,313 | 9 | A percentage of AUM, Performance Based |
| RIDGELEIGH CAPITAL 19 Beechwood Road, 3rd Floor Summit, NJ, 07901 | 171905 | $859,366,229 | 6 | A percentage of AUM, Fixed fees, Performance Based |
| SHOREBRIDGE CAPITAL MANAGEMENT, LLC 350 Springfield Avenue, Suite #200 Summit, NJ, 07901 | 290660 | $706,369,492 | 2 | A percentage of AUM |
| UNION GROVE VENTURE PARTNERS 47 Maple St., Suite 106 Summit, NJ, 07901 | 170880 | $621,711,526 | 11 | A percentage of AUM, Performance Based |
| SYSTEM 2 ADVISORS, L.P. 47 Maple Street, 303 A Summit, NJ, 07901 | 164189 | $615,000,000 | 8 | A percentage of AUM, Performance Based |
| BRAVE FAMILY ADVISORS 47 Summit Avenue, Summit, NJ, 07901 | 108512 | $491,288,899 | 777 | A percentage of AUM |
| SEABRIDGE INVESTMENT ADVISORS LLC 450 Springfield Ave., Suite 301 Summit, NJ, 07901-2610 | 108681 | $434,437,239 | 328 | A percentage of AUM, Fixed fees |
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