Falists

New Jersey · 32 advisers

Financial Advisors in Summit, New Jersey

Looking for a financial advisor in Summit, New Jersey? Falists indexes 32 SEC-registered and state-registered investment advisers in Summit — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 28 firms list a website you can visit directly. Firms in this directory manage up to $33.39B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

32

With website

28

Largest AUM

$33.39B

Financial planning

8

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth26Planning8Trusts13Retirement6Institutional10

Top advisors in Summit

Ranked by AUM · Fees, team & specialties at a glance

View all 32 →
View all 32 advisors in Summit

More cities in New Jersey

Princeton (55)Red Bank (38)Jersey City (32)Morristown (20)Newark (18)Short Hills (17)Fairfield (13)Marlton (13)Parsippany (13)Englewood Cliffs (12)Cranford (11)Hackensack (10)

Common questions

How many financial advisors are in Summit, New Jersey?
32 registered investment advisers are listed in our Summit directory, sourced from public SEC filings.
What types of advisors are in Summit?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Summit?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.