Fiduciary advisors in Summit, NJ

22 registered advisers

The Summit metro area is home to 22 SEC-registered fiduciary advisory firms. 22 of those firms -- 100% -- operate on a fee-only basis, accepting no commissions.

BRAVE FAMILY ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Summit, New JerseyCRD #108512
Typical Fee--
AUM$543M
Minimum--
Clients882

CIRCLE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summit, New JerseyCRD #142878
Typical Fee--
AUM$12.5B
Minimum--
Clients1,040

CONCORD MANAGEMENT SERVICES, LLC

Fee-Only, No ConflictsClean Record
Summit, New JerseyCRD #292760
Typical Fee--
AUM$317M
Minimum--
Clients5

CONVERSANT CAPITAL LLC

Fee-Only, No ConflictsClean Record
Summit, New JerseyCRD #308201
Typical Fee--
AUM$2.6B
Minimum--
Clients19

ECP

Fee-OnlyAlso Compensated via Product Sales
Summit, New JerseyCRD #155020
Typical Fee--
AUM$22.7B
Minimum--
Clients65

FORZA INVESTMENT GROUP, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summit, New JerseyCRD #329156
Typical Fee--
AUM$1.9B
Minimum--
Clients10

GULFSTREAM CM, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summit, New JerseyCRD #165459
Typical Fee--
AUM$228M
Minimum--
Clients22

JOURNEY STRATEGIC WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summit, New JerseyCRD #310648
Typical Fee--
AUM$3.8B
Minimum--
Clients3,304

OM ADVISERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summit, New JerseyCRD #309024
Typical Fee--
AUM$184M
Minimum--
Clients3

RIDGELEIGH CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summit, New JerseyCRD #171905
Typical Fee--
AUM$968M
Minimum--
Clients6

RSW INVESTMENTS

Fee-Only, No ConflictsClean Record
Summit, New JerseyCRD #302023
Typical Fee--
AUM$2.4B
Minimum--
Clients1,692

SEABRIDGE INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summit, New JerseyCRD #108681
Typical Fee--
AUM$610M
Minimum--
Clients452

SHOREBRIDGE CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Summit, New JerseyCRD #290660
Typical Fee--
AUM$702M
Minimum--
Clients2

SIMPLICITY WEALTH

Fee-OnlyAlso Compensated via Product Sales
Summit, New JerseyCRD #300572
Typical Fee--
AUM$3.6B
Minimum--
Clients10,573

SOLUS ALTERNATIVE ASSET MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summit, New JerseyCRD #144155
Typical Fee--
AUM$3.3B
Minimum--
Clients30

SOPHRON CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Summit, New JerseyCRD #331387
Typical Fee--
AUM$478M
Minimum--
Clients1

SUMMIT PLACE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summit, New JerseyCRD #147984
Typical Fee--
AUM$256M
Minimum--
Clients338

SYSTEM 2 ADVISORS, L.P.

Fee-Only, No ConflictsClean Record
Summit, New JerseyCRD #164189
Typical Fee--
AUM$742M
Minimum--
Clients11

TAP ROOT CAPITAL MANAGEMENT LP

Fee-OnlyAlso Compensated via Product Sales
Summit, New JerseyCRD #334936
Typical Fee--
AUM$114M
Minimum--
Clients2

TLG ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Summit, New JerseyCRD #111052
Typical Fee--
AUM$1.9B
Minimum--
Clients6,331

TSP CAPITAL MANAGEMENT GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Summit, New JerseyCRD #131889
Typical Fee--
AUM$387M
Minimum--
Clients262

UNION GROVE VENTURE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summit, New JerseyCRD #170880
Typical Fee--
AUM$572M
Minimum--
Clients11
Fiduciary Advisors in Summit, New Jersey | FiduciaryListings