ECP
Summit, NJ
AUM
$33.39B
Wealth Mgmt
Team
57 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-671-6100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NJ, SUMMIT
26 advisers found
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
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
FORZA INVESTMENT GROUP, LP
Summit, NJ
AUM
$3.94B
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
973-315-5394
SOLUS ALTERNATIVE ASSET MANAGEMENT LP
Summit, NJ
AUM
$3.19B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-284-4300
CONVERSANT CAPITAL LLC
Summit, NJ
AUM
$3.12B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-466-5010
RSW INVESTMENTS
Summit, NJ
AUM
$2.30B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
908-273-4311
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
SYSTEM 2 ADVISORS, L.P.
Summit, NJ
AUM
$912.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-608-8800
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
SHOREBRIDGE CAPITAL MANAGEMENT, LLC
Summit, NJ
AUM
$735.1M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
212-698-8544
UNION GROVE VENTURE PARTNERS
Summit, NJ
AUM
$634.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
866-491-8550
BRAVE FAMILY ADVISORS
Summit, NJ
AUM
$624.3M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
908-522-8822
TSP CAPITAL MANAGEMENT GROUP, LLC
Summit, NJ
AUM
$553.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
908-273-2105
CONCORD MANAGEMENT SERVICES, LLC
Summit, NJ
AUM
$301.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-508-7090
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
TAP ROOT CAPITAL MANAGEMENT LP
Summit, NJ
AUM
$297.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(908) 292-0050
GULFSTREAM CM, LLC
Summit, NJ
AUM
$244.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-918-1600
PULVER CAPITAL MANAGEMENT LLC
Summit, NJ
AUM
$82.3M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
908 795 3069
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
RIDGELEIGH CAPITAL
Summit, NJ
AUM
$1.03B
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
908-373-2520
Full profileNo website
SOPHRON CAPITAL MANAGEMENT
Summit, NJ
AUM
$527.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Performance-based fees; MANAGEMENT FEES AND MANAGEMENT DRAW
212-970-9451
Full profileNo website
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