# Financial advisors in Summit, NJ

> AdvisorCensus lists 33 investment advisory firms with a principal office in Summit, New Jersey (part of the New York metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full New York metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/new-york/summit

## At a glance

- Investment advisory firms: 33
- Registration: SEC-registered investment adviser: 21, State-registered investment adviser: 7, Exempt reporting adviser: 5
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 7 (25%); Percentage of assets 27 (96%); Hourly charges 5 (18%); Fixed fees 10 (36%); Performance-based fees 14 (50%); Other 1 (4%); No compensation arrangements reported 5
- Regulatory assets under management (Item 5.F): Under $25 million 3 (9%); $25 million to $100 million 3 (9%); $100 million to $500 million 6 (18%); $500 million to $1 billion 6 (18%); $1 billion to $5 billion 7 (21%); Over $5 billion 2 (6%); Not reported 6 (18%)
- Years registered: Under 5 years 9 (27%); 5 to 9 years 11 (33%); 10 to 19 years 10 (30%); 20 years or more 3 (9%)

## Firms (page 1 of 1, 1 to 33 of 33, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Beacon Hill Private Wealth LLC](https://advisorcensus.com/firm/beacon-hill-private-wealth-llc-summit-nj-285329) ([md](https://advisorcensus.com/firm/beacon-hill-private-wealth-llc-summit-nj-285329.md)) | 285329 | Summit, NJ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Bianco Wealth Advisors LLC](https://advisorcensus.com/firm/bianco-wealth-advisors-llc-summit-nj-333512) ([md](https://advisorcensus.com/firm/bianco-wealth-advisors-llc-summit-nj-333512.md)) | 333512 | Summit, NJ | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Circle Wealth Management, LLC](https://advisorcensus.com/firm/circle-wealth-management-llc-summit-nj-142878) ([md](https://advisorcensus.com/firm/circle-wealth-management-llc-summit-nj-142878.md)) | 142878 | Summit, NJ | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Fixed fee |
| [Concord Management Services, LLC](https://advisorcensus.com/firm/concord-management-services-llc-summit-nj-292760) ([md](https://advisorcensus.com/firm/concord-management-services-llc-summit-nj-292760.md)) | 292760 | Summit, NJ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |
| [Conversant Capital LLC](https://advisorcensus.com/firm/conversant-capital-llc-summit-nj-308201) ([md](https://advisorcensus.com/firm/conversant-capital-llc-summit-nj-308201.md)) | 308201 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Crescent Rock Capital Management, LP](https://advisorcensus.com/firm/crescent-rock-capital-management-lp-summit-nj-299265) ([md](https://advisorcensus.com/firm/crescent-rock-capital-management-lp-summit-nj-299265.md)) | 299265 | Summit, NJ | Exempt reporting adviser | Not reported | 7 | Not reported |
| [ECP](https://advisorcensus.com/firm/ecp-summit-nj-155020) ([md](https://advisorcensus.com/firm/ecp-summit-nj-155020.md)) | 155020 | Summit, NJ | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Egis Capital Partners LP](https://advisorcensus.com/firm/egis-capital-partners-lp-summit-nj-306123) ([md](https://advisorcensus.com/firm/egis-capital-partners-lp-summit-nj-306123.md)) | 306123 | Summit, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Performance fee |
| [Forza Investment Group, LP](https://advisorcensus.com/firm/forza-investment-group-lp-summit-nj-329156) ([md](https://advisorcensus.com/firm/forza-investment-group-lp-summit-nj-329156.md)) | 329156 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Performance fee |
| [Grand Life Financial LLC](https://advisorcensus.com/firm/grand-life-financial-llc-summit-nj-322132) ([md](https://advisorcensus.com/firm/grand-life-financial-llc-summit-nj-322132.md)) | 322132 | Summit, NJ | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Gulfstream CM, LLC](https://advisorcensus.com/firm/gulfstream-cm-llc-summit-nj-165459) ([md](https://advisorcensus.com/firm/gulfstream-cm-llc-summit-nj-165459.md)) | 165459 | Summit, NJ | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Performance fee |
| [Mvolution Partners LLC](https://advisorcensus.com/firm/mvolution-partners-llc-summit-nj-324328) ([md](https://advisorcensus.com/firm/mvolution-partners-llc-summit-nj-324328.md)) | 324328 | Summit, NJ | Exempt reporting adviser | Not reported | 3 | Not reported |
| [OM Advisers LP](https://advisorcensus.com/firm/om-advisers-lp-summit-nj-309024) ([md](https://advisorcensus.com/firm/om-advisers-lp-summit-nj-309024.md)) | 309024 | Summit, NJ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Pulver Capital Management LLC](https://advisorcensus.com/firm/pulver-capital-management-llc-summit-nj-152304) ([md](https://advisorcensus.com/firm/pulver-capital-management-llc-summit-nj-152304.md)) | 152304 | Summit, NJ | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly |
| [Ridgeleigh Capital](https://advisorcensus.com/firm/ridgeleigh-capital-summit-nj-171905) ([md](https://advisorcensus.com/firm/ridgeleigh-capital-summit-nj-171905.md)) | 171905 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee, Performance fee |
| [RSW Investments](https://advisorcensus.com/firm/rsw-investments-summit-nj-302023) ([md](https://advisorcensus.com/firm/rsw-investments-summit-nj-302023.md)) | 302023 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets |
| [Seabridge Investment Advisors LLC](https://advisorcensus.com/firm/seabridge-investment-advisors-llc-summit-nj-108681) ([md](https://advisorcensus.com/firm/seabridge-investment-advisors-llc-summit-nj-108681.md)) | 108681 | Summit, NJ | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets, Fixed fee |
| [Shorebridge Capital Management, LLC](https://advisorcensus.com/firm/shorebridge-capital-management-llc-summit-nj-290660) ([md](https://advisorcensus.com/firm/shorebridge-capital-management-llc-summit-nj-290660.md)) | 290660 | Summit, NJ | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [Sidereal Capital Group](https://advisorcensus.com/firm/sidereal-capital-group-summit-nj-320766) ([md](https://advisorcensus.com/firm/sidereal-capital-group-summit-nj-320766.md)) | 320766 | Summit, NJ | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Simplicity Wealth](https://advisorcensus.com/firm/simplicity-wealth-summit-nj-300572) ([md](https://advisorcensus.com/firm/simplicity-wealth-summit-nj-300572.md)) | 300572 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Smallwood Financial Group LLC](https://advisorcensus.com/firm/smallwood-financial-group-llc-summit-nj-305790) ([md](https://advisorcensus.com/firm/smallwood-financial-group-llc-summit-nj-305790.md)) | 305790 | Summit, NJ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Solus Alternative Asset Management LP](https://advisorcensus.com/firm/solus-alternative-asset-management-lp-summit-nj-144155) ([md](https://advisorcensus.com/firm/solus-alternative-asset-management-lp-summit-nj-144155.md)) | 144155 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Performance fee |
| [Sophron Capital Management](https://advisorcensus.com/firm/sophron-capital-management-summit-nj-331387) ([md](https://advisorcensus.com/firm/sophron-capital-management-summit-nj-331387.md)) | 331387 | Summit, NJ | SEC-registered investment adviser | $500 million to $1 billion | 2 | Performance fee, Other |
| [Summit Place Financial Advisors, LLC](https://advisorcensus.com/firm/summit-place-financial-advisors-llc-summit-nj-147984) ([md](https://advisorcensus.com/firm/summit-place-financial-advisors-llc-summit-nj-147984.md)) | 147984 | Summit, NJ | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Summit Private Investments, Inc.](https://advisorcensus.com/firm/summit-private-investments-inc-summit-nj-105373) ([md](https://advisorcensus.com/firm/summit-private-investments-inc-summit-nj-105373.md)) | 105373 | Summit, NJ | Exempt reporting adviser | Not reported | 10 | Not reported |
| [System 2 Advisors, L.P.](https://advisorcensus.com/firm/system-2-advisors-l-p-summit-nj-164189) ([md](https://advisorcensus.com/firm/system-2-advisors-l-p-summit-nj-164189.md)) | 164189 | Summit, NJ | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [TAP Root Capital Management LP](https://advisorcensus.com/firm/tap-root-capital-management-lp-summit-nj-334936) ([md](https://advisorcensus.com/firm/tap-root-capital-management-lp-summit-nj-334936.md)) | 334936 | Summit, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Tech Council Ventures LLC](https://advisorcensus.com/firm/tech-council-ventures-llc-summit-nj-293614) ([md](https://advisorcensus.com/firm/tech-council-ventures-llc-summit-nj-293614.md)) | 293614 | Summit, NJ | Exempt reporting adviser | Not reported | 8 | Not reported |
| [TLG Advisors, Inc.](https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052) ([md](https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052.md)) | 111052 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [TSP Capital Management Group, LLC](https://advisorcensus.com/firm/tsp-capital-management-group-llc-summit-nj-131889) ([md](https://advisorcensus.com/firm/tsp-capital-management-group-llc-summit-nj-131889.md)) | 131889 | Summit, NJ | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Fixed fee, Performance fee |
| [Union Grove Venture Partners](https://advisorcensus.com/firm/union-grove-venture-partners-summit-nj-170880) ([md](https://advisorcensus.com/firm/union-grove-venture-partners-summit-nj-170880.md)) | 170880 | Summit, NJ | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Performance fee |
| [Vardon Capital, L.L.C.](https://advisorcensus.com/firm/vardon-capital-l-l-c-summit-nj-285489) ([md](https://advisorcensus.com/firm/vardon-capital-l-l-c-summit-nj-285489.md)) | 285489 | Summit, NJ | State-registered investment adviser | Under $25 million | 8 | % of assets, Performance fee |
| [Westmount Capital Group LLC](https://advisorcensus.com/firm/westmount-capital-group-llc-summit-nj-339303) ([md](https://advisorcensus.com/firm/westmount-capital-group-llc-summit-nj-339303.md)) | 339303 | Summit, NJ | State-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Summit, NJ?**
AdvisorCensus lists 33 investment advisory firms with a principal office in Summit, New Jersey (part of the New York metro area), from Form ADV filings as of October 2026: 21 SEC-registered, 7 state-registered, and 5 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Summit, NJ?**
7 of the 33 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Summit, NJ offer financial planning?**
8 of the 28 firms in Summit, NJ that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Summit, NJ fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 7 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Summit, NJ: 33 firms from Form ADV filings as of October 2026.