Best Financial Advisors in SUMMIT, New Jersey
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SUMMIT
SYSTEM 2 ADVISORS, L.P.
SUMMIT, NJ · Since 2012
RSW INVESTMENTS
SUMMIT, NJ · Since 2019
BRAVE FAMILY ADVISORS
SUMMIT, NJ · Since 1992
GULFSTREAM CM, LLC
SUMMIT, NJ · Since 2013
UNION GROVE VENTURE PARTNERS
SUMMIT, NJ · Since 2014
OM ADVISERS LP
SUMMIT, NJ · Since 2020
ECP
SUMMIT, NJ · Since 2012
SOPHRON CAPITAL MANAGEMENT
SUMMIT, NJ · Since 2024
SOLUS ALTERNATIVE ASSET MANAGEMENT LP
SUMMIT, NJ · Since 2007
SIMPLICITY WEALTH
SUMMIT, NJ · Since 2019
SEABRIDGE INVESTMENT ADVISORS LLC
SUMMIT, NJ · Since 1997
CIRCLE WEALTH MANAGEMENT, LLC
SUMMIT, NJ · Since 2007
RIDGELEIGH CAPITAL
SUMMIT, NJ · Since 2014
TSP CAPITAL MANAGEMENT GROUP, LLC
SUMMIT, NJ · Since 2004
CONVERSANT CAPITAL LLC
SUMMIT, NJ · Since 2020
SUMMIT PLACE FINANCIAL ADVISORS, LLC
SUMMIT, NJ · Since 2015
SHOREBRIDGE CAPITAL MANAGEMENT, LLC
SUMMIT, NJ · Since 2018
FORZA INVESTMENT GROUP, LP
SUMMIT, NJ · Since 2024
CONCORD MANAGEMENT SERVICES, LLC
SUMMIT, NJ · Since 2019
TAP ROOT CAPITAL MANAGEMENT LP
SUMMIT, NJ · Since 2025
TLG ADVISORS, INC.
SUMMIT, NJ · Since 2001
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in SUMMIT?
The median advisory fee in SUMMIT, NJ is 0.95% of assets under management per year, based on Form ADV filings from 21 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.