Investment adviser firms in SUMMIT, New Jersey
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
22 firms · Source months shown: August 2026
- BRAVE ASSET MANAGEMENT, INC.CRD 108512 · SUMMIT, NJ$624,289,774.00Regulatory AUM · August 2026
- CIRCLE WEALTH MANAGEMENT, LLCCRD 142878 · SUMMIT, NJ$14,066,392,093.00Regulatory AUM · August 2026
- CONCORD MANAGEMENT SERVICES, LLCCRD 292760 · SUMMIT, NJ$301,025,697.00Regulatory AUM · August 2026
- CONVERSANT CAPITAL LLCCRD 308201 · SUMMIT, NJ$3,115,964,049.00Regulatory AUM · August 2026
- EGIS CAPITAL PARTNERS LPCRD 306123 · SUMMIT, NJ$160,831,523.00Regulatory AUM · August 2026
- ENERGY CAPITAL PARTNERS MANAGEMENT, LPCRD 155020 · SUMMIT, NJ$33,394,983,222.00Regulatory AUM · August 2026
- FORZA INVESTMENT GROUP, LPCRD 329156 · SUMMIT, NJ$3,937,073,284.00Regulatory AUM · August 2026
- GULFSTREAM CM, LLCCRD 165459 · SUMMIT, NJ$244,221,320.00Regulatory AUM · August 2026
- MACD ADVISORS LLCCRD 171905 · SUMMIT, NJ$1,034,391,907.00Regulatory AUM · August 2026
- OM ADVISERS LPCRD 309024 · SUMMIT, NJ$189,487,829.00Regulatory AUM · August 2026
- RSW INVESTMENTS HOLDINGS, LLCCRD 302023 · SUMMIT, NJ$2,297,458,438.00Regulatory AUM · August 2026
- SEABRIDGE INVESTMENT ADVISORS LLCCRD 108681 · SUMMIT, NJ$771,222,213.00Regulatory AUM · August 2026
- SHOREBRIDGE CAPITAL MANAGEMENT, LLCCRD 290660 · SUMMIT, NJ$735,085,322.00Regulatory AUM · August 2026
- SIMPLICITY WEALTH LLCCRD 300572 · SUMMIT, NJ$4,271,040,743.00Regulatory AUM · August 2026
- SOLUS ALTERNATIVE ASSET MANAGEMENT LPCRD 144155 · SUMMIT, NJ$3,186,080,625.00Regulatory AUM · August 2026
- SOPHRON CAPITAL MANAGEMENT LPCRD 331387 · SUMMIT, NJ$527,280,000.00Regulatory AUM · August 2026
- SUMMIT PLACE FINANCIAL ADVISORS,LLCCRD 147984 · SUMMIT, NJ$300,404,815.00Regulatory AUM · August 2026
- SYSTEM 2 ADVISORS, L.P.CRD 164189 · SUMMIT, NJ$912,860,000.00Regulatory AUM · August 2026
- TAP ROOT CAPITAL MANAGEMENT LPCRD 334936 · SUMMIT, NJ$297,287,232.00Regulatory AUM · August 2026
- TLG ADVISORS, INC.CRD 111052 · SUMMIT, NJ$2,295,865,632.00Regulatory AUM · August 2026
- TSP CAPITAL MANAGEMENT GROUP, LLCCRD 131889 · SUMMIT, NJ$553,311,284.00Regulatory AUM · August 2026
- UGVP MANAGEMENT, LLCCRD 170880 · SUMMIT, NJ$634,873,261.00Regulatory AUM · August 2026