CIRCLE WEALTH MANAGEMENT, LLC
Summit, NJ
AUM
$14.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
908-206-1306
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ, SUMMIT
8 advisers found
SIMPLICITY WEALTH
Summit, NJ
AUM
$4.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
190 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
844-220-8326
TLG ADVISORS, INC.
Summit, NJ
AUM
$2.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
155 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-371-0013
SEABRIDGE INVESTMENT ADVISORS LLC
Summit, NJ
AUM
$771.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
908-273-5085
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Summit, NJ
AUM
$300.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
908-517-5880
BEACON HILL PRIVATE WEALTH LLC
Summit, NJ
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
908-608-8444
BIANCO WEALTH ADVISORS LLC
Summit, NJ
AUM
$11.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
973-315-8079
GRAND LIFE FINANCIAL LLC
Summit, NJ
AUM
$8.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-264-9044