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
Stephanie Janis Stiefel
Registered Affiliation(s):NEUBERGER BERMAN BD LLC
Robert Winston Kelly
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Seth Craig Goldman
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Gregg Robert Trentham
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John Richard Makhoul
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
David L Maurer
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Patrick T Heeb
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Joseph David Zaccardo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James M Kelly
Registered Affiliation(s):EDWARD JONES
Adam Jordan Zipper
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Abelardo J Riera
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Courtney Moore
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Stephen Kitz
Registered Affiliation(s):EDWARD JONES
Daniel Benjamin Ramer
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Peter Andrew Needham
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
John Jay Leroy
Registered Affiliation(s):SUMMIT FINANCIAL, LLC
Alan Friedman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Alden Webb
Registered Affiliation(s):CAPTRUST
Jennifer Rai Filocomo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Michael Rotella
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Cornelius Isbrandtsen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sally Cai
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Justin W Bliss
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brian C Pfeifler
Registered Affiliation(s):MORGAN STANLEY
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.
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