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Find Retirement Advisors for Retirement Planning in Summit, New Jersey
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Summit, New Jersey
Last Updated - April 25, 2025Summit has 23 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in Summit, New Jersey have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Summit, New Jersey
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details - 100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee
VERIFIEDCondor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA®
Qualifications
Firm CRD# 104920
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDPeter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDLouis Green
CFP®, CPWA®, CFA®
Savvy Advisors
Qualifications
CRD# 2790531
Firm CRD# 318493
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDDan Brady
Savvy Advisors
Qualifications
CRD# 2172300
Firm CRD# 318493
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDAltfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDDaniel R. Martin
CFP®, AIF®
D.R. Martin and Associates
Qualifications
CRD# 4594651
Firm CRD# 39543
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Estate Planning & Trusts
Compensation/Fee
Fee-Based
VERIFIEDEric Mancini
CAIA®, CFP®, CFA®
Traphagen Financial Group
Qualifications
CRD# 5231486
Firm CRD# 107764
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDDoug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management
Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDSmallwood Wealth
CFP®, AIF®
Qualifications
Firm CRD# 288663
Series 7, 66
Minimum Assets Required
$150,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDAnthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Summit, New Jersey (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 40 Beechwood Road, Summit, NJ, 07901 | $21,902,147,876 | 53 | 89 | A percentage of AUM, Performance Based |
| 2 | 47 Maple Street, Suite 201 Summit, NJ, 07901 | $10,174,361,288 | 958 | 20 | A percentage of AUM, Fixed fees |
| 3 | 25 Deforest Avenue, Suite 305 Summit, NJ, 07901 | $3,436,632,258 | 4 | 10 | A percentage of AUM, Performance Based |
| 4 | 86 Summit Ave, Ste 303 Summit, NJ, 07901 | $3,166,555,578 | 6188 | 159 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 25 Maple Street, 2nd Floor Summit, NJ, 07901 | $3,158,860,114 | 33 | 27 | A percentage of AUM, Performance Based |
| 6 | 47 Maple Street, Suite 104 Summit, NJ, 07901 | $3,069,968,934 | 1898 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 47 Maple Street, Suite 304 Summit, NJ, 07901 | $2,365,937,595 | 1692 | 10 | A percentage of AUM |
| 8 | 25 Deforest Avenue, Summit, NJ, 07901 | $1,928,785,167 | 11 | 14 | A percentage of AUM, Performance Based |
| 9 | 35 Beechwood Road, Unit 3d Summit, NJ, 07901 | $1,359,276,313 | 9 | 11 | A percentage of AUM, Performance Based |
| 10 | 19 Beechwood Road, 3rd Floor Summit, NJ, 07901 | $859,366,229 | 6 | 1 | A percentage of AUM, Fixed fees, Performance Based |
| 11 | 350 Springfield Avenue, Suite #200 Summit, NJ, 07901 | $706,369,492 | 2 | 6 | A percentage of AUM |
| 12 | 47 Maple St., Suite 106 Summit, NJ, 07901 | $621,711,526 | 11 | 2 | A percentage of AUM, Performance Based |
| 13 | 47 Maple Street, 303 A Summit, NJ, 07901 | $615,000,000 | 8 | 6 | A percentage of AUM, Performance Based |
| 14 | 47 Summit Avenue, Summit, NJ, 07901 | $491,288,899 | 777 | 7 | A percentage of AUM |
| 15 | 450 Springfield Ave., Suite 301 Summit, NJ, 07901-2610 | $434,437,239 | 328 | 11 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Summit, New Jersey
QualificationsFirm CRD# 155020
Assets Under Management $21,902,147,876
No. Of Clients53
Clients Per Financial Advisor1
ECP is a financial advisory firm situated in Summit, New Jersey. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 89 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 142878
Assets Under Management $10,174,361,288
No. Of Clients958
Clients Per Financial Advisor48
CIRCLE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Summit, New Jersey. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 958 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 163597
Assets Under Management $3,436,632,258
No. Of Clients4
Clients Per Financial Advisor0
RIVULET CAPITAL, LLC is a financial advisory firm situated in Summit, New Jersey. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 300572
Assets Under Management $3,166,555,578
No. Of Clients6188
Clients Per Financial Advisor39
SIMPLICITY WEALTH is a financial advisory firm situated in Summit, New Jersey. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6188 clients. The team consists of 159 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 144155
Assets Under Management $3,158,860,114
No. Of Clients33
Clients Per Financial Advisor1
SOLUS ALTERNATIVE ASSET MANAGEMENT LP is a financial advisory firm situated in Summit, New Jersey. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (PROVIDING INVESTMENT ADVISORY SERVICES TO MANAGED ACCOUNTS)
QualificationsFirm CRD# 310648
Assets Under Management $3,069,968,934
No. Of Clients1898
Clients Per Financial Advisor83
JOURNEY STRATEGIC WEALTH LLC is a financial advisory firm situated in Summit, New Jersey. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1898 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 302023
Assets Under Management $2,365,937,595
No. Of Clients1692
Clients Per Financial Advisor169
RSW INVESTMENTS is a financial advisory firm situated in Summit, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1692 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 308201
Assets Under Management $1,928,785,167
No. Of Clients11
Clients Per Financial Advisor1
CONVERSANT CAPITAL LLC is a financial advisory firm situated in Summit, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 329156
Assets Under Management $1,359,276,313
No. Of Clients9
Clients Per Financial Advisor1
FORZA INVESTMENT GROUP, LP is a financial advisory firm situated in Summit, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 171905
Assets Under Management $859,366,229
No. Of Clients6
Clients Per Financial Advisor6
RIDGELEIGH CAPITAL is a financial advisory firm situated in Summit, New Jersey. With a nearly $859M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 290660
Assets Under Management $706,369,492
No. Of Clients2
Clients Per Financial Advisor0
SHOREBRIDGE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Summit, New Jersey. With a nearly $706M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 170880
Assets Under Management $621,711,526
No. Of Clients11
Clients Per Financial Advisor6
UNION GROVE VENTURE PARTNERS is a financial advisory firm situated in Summit, New Jersey. With a nearly $622M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 164189
Assets Under Management $615,000,000
No. Of Clients8
Clients Per Financial Advisor1
SYSTEM 2 ADVISORS, L.P. is a financial advisory firm situated in Summit, New Jersey. With a nearly $615M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 108512
Assets Under Management $491,288,899
No. Of Clients777
Clients Per Financial Advisor111
BRAVE FAMILY ADVISORS is a financial advisory firm situated in Summit, New Jersey. With a nearly $491M assets under management, the firm specializes in crafting personalized retirement planning solutions for 777 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 108681
Assets Under Management $434,437,239
No. Of Clients328
Clients Per Financial Advisor30
SEABRIDGE INVESTMENT ADVISORS LLC is a financial advisory firm situated in Summit, New Jersey. With a nearly $434M assets under management, the firm specializes in crafting personalized retirement planning solutions for 328 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
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