Top 10 advisors in Summit
We’ve curated a list of the best financial advisors in Summit, take a look at it below
Find an advisor in Summit| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,483,619,133 | 9 advisors | ||
| 2 | $3,391,836,721 | 29 advisors | ||
| 3 | $3,344,091,348 | 10 advisors | ||
| 4 | $2,141,183,720 | 10 advisors | ||
| 5 | $1,469,042,305 | 16 advisors | ||
| 6 | $569,346,933 | 3 advisors | ||
| 7 | $428,358,426 | 6 advisors | ||
| 8 | $374,626,969 | 11 advisors | ||
| 9 | $351,101,742 | 5 advisors | ||
| 10 | $282,197,223 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Summit, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Summit. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Etf Managers Group LLC
Assets under management
$3,483,619,133
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
2. Solus Alternative Asset Management Lp
Assets under management
$3,391,836,721
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Providing Investment Advisory Services To Managed Accounts
3. Rivulet Capital, LLC
Assets under management
$3,344,091,348
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Rsw Investments
Assets under management
$2,141,183,720
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Circle Wealth Management, LLC
Assets under management
$1,469,042,305
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
6. Union Grove Venture Partners
Assets under management
$569,346,933
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. M&r Capital Management Inc
Assets under management
$428,358,426
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Investment Supervisory Services
8. Seabridge Investment Advisors LLC
Assets under management
$374,626,969
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Tsp Capital Management Group, LLC
Assets under management
$351,101,742
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Investment Advice To Investment Club
- Not sure which one to choose?Use our smart matching tool
10. Pennant Capital Management, LLC
Assets under management
$282,197,223
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.