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Financial Advisors in Summit, New Jersey

Our hand-picked list of 8 financial advisors serving Summit, New Jersey. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Summit

Financial professionals in Summit should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New Jersey securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New Jersey, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Summit

BRAVE FAMILY ADVISORS

47 SUMMIT AVENUE, SUMMIT, NJ 07901

📞 (908) 522-••••

CIRCLE WEALTH MANAGEMENT, LLC

47 MAPLE STREET, SUMMIT, NJ 07901

📞 (908) 206-••••

CONCORD MANAGEMENT SERVICES, LLC

25 DEFOREST AVENUE, SUMMIT, NJ 07901

📞 (212) 508-••••

CONVERSANT CAPITAL LLC

25 DEFOREST AVENUE, SUMMIT, NJ 07901

📞 (908) 466-••••

ECP

40 BEECHWOOD ROAD, SUMMIT, NJ 07901

📞 (973) 671-••••

FORZA INVESTMENT GROUP, LP

35 BEECHWOOD ROAD, SUMMIT, NJ 07901

📞 (973) 315-••••

GULFSTREAM CM, LLC

450 SPRINGFIELD AVENUE, SUITE 204, SUMMIT, NJ 07901

📞 (908) 918-••••

OM ADVISERS LP

19 BEECHWOOD ROAD, SUMMIT, NJ 07901

📞 (908) 373-••••

Frequently Asked Questions

Where can I find financial advisors in Summit, New Jersey?

Summit, New Jersey has 8 financial advisors listed in our directory. BRAVE FAMILY ADVISORS is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in New Jersey?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New Jersey, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Summit?

Financial professionals in Summit should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New Jersey securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Summit?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Summit-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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