Investment advisers in Summit, NJ
22 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Ecp | $33.39 billion | 95 | 3 |
| Circle Wealth Management, LLC | $14.07 billion | 23 | 0 |
| Forza Investment Group, LP | $4.64 billion | 17 | 0 |
| Simplicity Wealth | $4.27 billion | 424 | 3 |
| Solus Alternative Asset Management LP | $3.19 billion | 25 | 0 |
| Conversant Capital LLC | $3.12 billion | 19 | 0 |
| Rsw Investments | $2.30 billion | 10 | 0 |
| Tlg Advisors, Inc. | $2.30 billion | 290 | 4 |
| Ridgeleigh Capital | $1.03 billion | 1 | 0 |
| System 2 Advisors, L.P. | $912.9 million | 6 | 0 |
| Seabridge Investment Advisors LLC | $771.2 million | 12 | 0 |
| Shorebridge Capital Management, LLC | $735.1 million | 5 | 0 |
| Union Grove Venture Partners | $634.9 million | 2 | 0 |
| Brave Family Advisors | $624.3 million | 7 | 1 |
| Tsp Capital Management Group, LLC | $553.3 million | 5 | 2 |
| Sophron Capital Management | $527.3 million | 2 | 0 |
| Concord Management Services, LLC | $301.0 million | 2 | 0 |
| Summit Place Financial Advisors, LLC | $300.4 million | 6 | 0 |
| Tap Root Capital Management LP | $297.3 million | 8 | 1 |
| Gulfstream Cm, LLC | $244.2 million | 8 | 0 |
| Om Advisers LP | $189.5 million | 1 | 0 |
| Egis Capital Partners LP | $160.8 million | 4 | 0 |