Financial advisers in Summit, NJ
21 registered investment adviser firms in Summit managing $73.7B in assets, based on public SEC Form ADV filings.
Ecp
Summit, NJ · Est. 2012
- AUM
- $33.4B
- Per adviser
- $586M
- Advisers
- 57
Circle Wealth Management, LLC
Summit, NJ · Est. 2007
- AUM
- $14.1B
- Per adviser
- $1.3B
- Advisers
- 11
No reported disclosures
Simplicity Wealth
Summit, NJ · Est. 2019
- AUM
- $4.3B
- Per adviser
- $22M
- Advisers
- 190
Forza Investment Group, LP
Summit, NJ · Est. 2024
- AUM
- $3.9B
- Per adviser
- $656M
- Advisers
- 6
No reported disclosures
Solus Alternative Asset Management LP
Summit, NJ · Est. 2007
- AUM
- $3.2B
- Per adviser
- $290M
- Advisers
- 11
No reported disclosures
Conversant Capital LLC
Summit, NJ · Est. 2020
- AUM
- $3.1B
- Per adviser
- $346M
- Advisers
- 9
No reported disclosures
Rsw Investments
Summit, NJ · Est. 2019
- AUM
- $2.3B
- Per adviser
- $383M
- Advisers
- 6
No reported disclosures
Tlg Advisors, INC.
Summit, NJ · Est. 2001
- AUM
- $2.3B
- Per adviser
- $15M
- Advisers
- 155
No reported disclosures
Ridgeleigh Capital
Summit, NJ · Est. 2014
- AUM
- $1.0B
- Per adviser
- $1.0B
- Advisers
- 1
No reported disclosures
System 2 Advisors, L.P.
Summit, NJ · Est. 2012
- AUM
- $913M
- Per adviser
- $456M
- Advisers
- 2
No reported disclosures
Seabridge Investment Advisors LLC
Summit, NJ · Est. 1997
- AUM
- $771M
- Per adviser
- $70M
- Advisers
- 11
No reported disclosures
Shorebridge Capital Management, LLC
Summit, NJ · Est. 2018
- AUM
- $735M
- Per adviser
- $147M
- Advisers
- 5
No reported disclosures
Union Grove Venture Partners
Summit, NJ · Est. 2014
- AUM
- $635M
- Per adviser
- $317M
- Advisers
- 2
No reported disclosures
Brave Family Advisors
Summit, NJ · Est. 1992
- AUM
- $624M
- Per adviser
- $125M
- Advisers
- 5
No reported disclosures
Tsp Capital Management Group, LLC
Summit, NJ · Est. 2004
- AUM
- $553M
- Per adviser
- $277M
- Advisers
- 2
Sophron Capital Management
Summit, NJ · Est. 2024
- AUM
- $527M
- Per adviser
- $264M
- Advisers
- 2
No reported disclosures
Concord Management Services, LLC
Summit, NJ · Est. 2019
- AUM
- $301M
- Per adviser
- $151M
- Advisers
- 2
No reported disclosures
Summit Place Financial Advisors, LLC
Summit, NJ · Est. 2015
- AUM
- $300M
- Per adviser
- $75M
- Advisers
- 4
No reported disclosures
Tap Root Capital Management LP
Summit, NJ · Est. 2025
- AUM
- $297M
- Per adviser
- $37M
- Advisers
- 8
No reported disclosures
Gulfstream Cm, LLC
Summit, NJ · Est. 2013
- AUM
- $244M
- Per adviser
- $61M
- Advisers
- 4
No reported disclosures
Om Advisers LP
Summit, NJ · Est. 2020
- AUM
- $189M
- Per adviser
- $189M
- Advisers
- 1
No reported disclosures