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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Summit, NJ

Every SEC-registered investment adviser representative at a firm office in Summit, with the firms that employ the most of them.

The short answer

464 registered advisors work in Summit; the most are at Tlg Advisors, Inc. (126). 46 list the CFP designation and 318 are also registered broker representatives.

Firms with the most advisors in Summit

FirmAdvisors in Summit
Tlg Advisors, Inc.126
J.P. Morgan Securities LLC news124
Simplicity Wealth110
Merrill Lynch, Pierce, Fenner & Smith Incorporated news36
Circle Wealth Management, LLC7
Ameriprise Financial Services, LLC news5
Seabridge Investment Advisors LLC5
Gulfstream Cm, LLC4
LPL Financial LLC news4
Beacon Pointe Advisors, LLC news3
Lanark Financial, Inc.3
Cary Street Partners2
Cary Street Partners Asset Management2
Equitable Advisors, LLC news2
Lipper Advisory Services Inc.2
Oppenheimer & Co. Inc. news2
Pulver Capital Management LLC2
Rsw Investments2
Smallwood Financial Group LLC2
Strategic Advisers LLC2
Summit Place Financial Advisors, LLC2
Alphacore Capital LLC1
Beacon Hill Private Wealth LLC1
Bianco Wealth Advisors LLC1
Cetera Investment Advisers LLC news1

Advisors in Summit, A to Z (first 300 of 464)

CFP advisors in Summit →

Other cities in New Jersey

All of New Jersey →

Morristown 1,113Princeton 834Paramus 731Red Bank 701Weehawken 606Florham Park 578Pennington 573Jersey City 454Marlton 371Parsippany 315Short Hills 279Mount Laurel 263Warren 173Bedminster 168Fairfield 152Wall 152Cherry Hill 149Iselin 137Bridgewater 133Shrewsbury 128Holmdel 126Toms River 120Manasquan 114Chatham 111

Questions

How many financial advisors are in Summit, NJ?

464 investment adviser representatives are registered at firm offices in Summit, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 318 of them are also registered as broker representatives, and 46 list the CFP designation.

Which firm has the most financial advisors in Summit?

Tlg Advisors, Inc., with 126 registered advisors in Summit, followed by J.P. Morgan Securities LLC with 124.

How do I check a financial advisor in Summit?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.