City
Wealth management firms in Summit, New Jersey
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Summit, New Jersey reported $18.4 billion in regulatory assets under management; the largest by assets was Circle Wealth Management, LLC, with $14.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $18.4 billion
- Average per firm
- $1.7 billion
- SEC-registered, of those listed
- 6 of 11 (54.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Circle Wealth Management, LLC | SEC | $14.1 billion | 1,138 |
| 2 | TLG Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.3 billion | 6,727 |
| 3 | Seabridge Investment Advisors LLC | SEC | $771.2 million | 482 |
| 4 | TSP Capital Management Group, LLC | SEC | $553.3 million | 259 |
| 5 | Summit Place Financial Advisors, LLC | SEC | $300.4 million | 335 |
| 6 | Prospect Hill Management, LLC | SEC | $256.6 million | 39 |
| 7 | Pulver Capital Management LLC | State | $82.3 million | 47 |
| 8 | Beacon Hill Private Wealth LLC | State | $53.5 million | 114 |
| 9 | Elliot Investment Management, LLC | State | $45.7 million | 53 |
| 10 | Bianco Wealth Advisors LLC | State | $11.0 million | 70 |
| 11 | Grand Life Financial LLC | State | $8.6 million | 36 |
Wealth management firms in New Jersey, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.