Best Financial Advisors in SUMMIT, New Jersey
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SUMMIT
BRAVE FAMILY ADVISORS
SUMMIT, NJ · Since 1992
SYSTEM 2 ADVISORS, L.P.
SUMMIT, NJ · Since 2012
GULFSTREAM CM, LLC
SUMMIT, NJ · Since 2013
UNION GROVE VENTURE PARTNERS
SUMMIT, NJ · Since 2014
RSW INVESTMENTS
SUMMIT, NJ · Since 2019
OM ADVISERS LP
SUMMIT, NJ · Since 2020
SOPHRON CAPITAL MANAGEMENT
SUMMIT, NJ · Since 2024
SEABRIDGE INVESTMENT ADVISORS LLC
SUMMIT, NJ · Since 1997
TSP CAPITAL MANAGEMENT GROUP, LLC
SUMMIT, NJ · Since 2004
CIRCLE WEALTH MANAGEMENT, LLC
SUMMIT, NJ · Since 2007
SUMMIT PLACE FINANCIAL ADVISORS, LLC
SUMMIT, NJ · Since 2015
ECP
SUMMIT, NJ · Since 2012
SHOREBRIDGE CAPITAL MANAGEMENT, LLC
SUMMIT, NJ · Since 2018
SIMPLICITY WEALTH
SUMMIT, NJ · Since 2019
CONVERSANT CAPITAL LLC
SUMMIT, NJ · Since 2020
RIDGELEIGH CAPITAL
SUMMIT, NJ · Since 2014
FORZA INVESTMENT GROUP, LP
SUMMIT, NJ · Since 2024
CONCORD MANAGEMENT SERVICES, LLC
SUMMIT, NJ · Since 2019
SOLUS ALTERNATIVE ASSET MANAGEMENT LP
SUMMIT, NJ · Since 2007
TLG ADVISORS, INC.
SUMMIT, NJ · Since 2001
TAP ROOT CAPITAL MANAGEMENT LP
SUMMIT, NJ · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.