TLG Advisors
47yrs
Top advisor by experience in Summit
Financial advisors in Summit, NJ
Looking for a financial advisor in Summit, NJ? We list 489 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
489Advisors with offices here
14Median years of experience
1%At fee-only firms
37Firms represented
Largest firms here: TLG Advisors (148), J.P. Morgan Securities (138), Simplicity Wealth (95).
Nearby: Short Hills, Chatham, Springfield, New Providence, Mountainside, Millburn, Vauxhall, Westfield.
Gulfstream CM
46yrs
Top 1% by experience in Summit
Simplicity Wealth
45yrs
Top advisor by experience at Simplicity Wealth
Merrill
45yrs
Top 1% by experience in Summit
TLG Advisors
44yrs
Top 1% by experience in Summit
Merrill
44yrs
Top 1% by experience in Summit
TLG Advisors
44yrs
Top 1% by experience in Summit
TLG Advisors
44yrs
Top 1% by experience in New Jersey
TLG Advisors
43yrs
Top 1% by experience nationwide
Gulfstream CM
43yrs
Top 2% by experience in Summit
Simplicity Wealth
43yrs
Top 1% by experience at Simplicity Wealth
TLG Advisors
42yrs
Top 2% by experience in New Jersey
Lipper Advisory Services
42yrs
Top 2% by experience in New Jersey
TLG Advisors
42yrs
Top 2% by experience nationwide
TLG Advisors
42yrs
Top 2% by experience nationwide
Gulfstream CM
42yrs
Top 2% by experience nationwide
TLG Advisors
41yrs
Top 3% by experience in Summit
Lanark Financial
41yrs
Top 3% by experience in New Jersey
TLG Advisors
41yrs
Top 3% by experience nationwide
TLG Advisors
40yrs
Top 4% by experience in Summit
Simplicity Wealth
40yrs
Top 2% by experience at Simplicity Wealth
Simplicity Wealth
40yrs
Top 3% by experience at Simplicity Wealth
TLG Advisors
40yrs
Top 4% by experience nationwide
TLG Advisors
40yrs
Top 4% by experience nationwide
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.