Top Financial Advisors in Summit, New Jersey
Finding the right financial advisor in Summit is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Summit, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Summit, NJ.
Find the Best Financial Advisor Firms in Summit:
CIRCLE WEALTH MANAGEMENT, LLC
CRD#: 142878
Address: 47 Maple Street Suite 201, Summit, NJ 07901
AUM: $ 6.6B
JOURNEY STRATEGIC WEALTH LLC
CRD#: 310648
Address: 104 Summit Avenue, Summit, NJ 07901
Clients: 293
Average Clients per Advisor: 24
AUM: $ 2.7B
M&R CAPITAL MANAGEMENT INC
CRD#: 110472
Address: 25 Union Place 3rd Floor, Summit, NJ 07901
Clients: 152
Average Clients per Advisor: 30
AUM: $ 454M
SEABRIDGE INVESTMENT ADVISORS LLC
CRD#: 108681
Address: 450 Springfield Ave. Suite 301, Summit, NJ 07901-2610
Clients: 11
Average Clients per Advisor: 1
AUM: $ 375M
SUMMIT PLACE FINANCIAL ADVISORS, LLC
CRD#: 147984
Address: 18 Bank Street Suite 202, Summit, NJ 07901
Clients: 14
Average Clients per Advisor: 7
AUM: $ 208M
SIMPLICITY WEALTH
CRD#: 300572
Address: 86 Summit Ave Ste 303, Summit, NJ 07901
Clients: 2,322
Average Clients per Advisor: 42
AUM: $ 201M
How We Chose the Top Financial Advisors in Summit, New Jersey
To create this list of top financial advisor firms in Summit, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Summit has to offer.
Search Financial Advisors in Summit, New Jersey
Harvey Barney Kadden
Registered Affiliation(s):MORGAN STANLEY
Edmund Iannaccone
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Marc Craig Portnoy
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jean Marie Wiegner
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Harold Mrotzek
Registered Affiliation(s):MORGAN STANLEY
Yale J Levey
Registered Affiliation(s):NEXT GENERATION WEALTH PLANNING, LLC
Lawrence Buford Lawson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Martin Alan Diamond
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Mark A Abadir
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William Russell Booker
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Richard M Schwartz
Registered Affiliation(s):MORGAN STANLEY
Glenn Bryan Schunkewitz
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jill Michele Epstein
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
M. A. Paterno-castello
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
M. Robin Krasny
Registered Affiliation(s):MORGAN STANLEY
Jeffrey Edward Budd
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Lawrence Michael Deluise
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Solomon Chemo
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Joanne W. Danckwerth
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Joseph James Guarneri
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Eric Lawson Woo
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Richard Gordon Wright
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Lance L Druckenmiller
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lawrence Charles Liebers
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
