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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 you 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 registrations check. 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 20, 2024Summit has 20 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in Summit, New Jersey have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Summit, New Jersey
VERIFIEDRyan Woodring
CFP®
Heritage Investment Partners, LLP / LPL Financial Advisor
Qualifications
CRD# 4595724
Firm CRD# 6413
Series 7, 31, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based
VERIFIEDJoseph Franciscone
Apollo Financial Advisors
Qualifications
CRD# 2956961
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQuotient Wealth Partners
CPA, CFP®, CFA®
Qualifications
Firm CRD# 326819
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, 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
VERIFIEDMichael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
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
VERIFIEDHIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
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
VERIFIEDHazel Secco
CFP®, CDFA®
Align Financial Solutions LLC
Qualifications
CRD# 6233372
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Retirement Planning, 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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, 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
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
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
VERIFIEDAlex Tirso
CFP®, CIMA®, CRPC®
Ramapo Wealth Advisors
Qualifications
CRD# 6130816
Firm CRD# 283004
Series 7, 66
Minimum Assets Required
$100,000
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, Flat Fee, Based on Assets
VERIFIEDChristopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDDaniel Chen
None
DC Strategies, Integrated Wealth Mgt.
Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative
Minimum Assets Required
$0
Advisory Services:
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDRohi Batra
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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 | ECP 40 Beechwood Road, Summit, NJ, 7901 | $18,536,443,333 | 56 | 84 | A Percentage of AUM, Performance Based |
| 2 | CIRCLE WEALTH MANAGEMENT, LLC 47 Maple Street, Suite 201 Summit, NJ, 7901 | $6,551,177,169 | 1235 | 16 | A Percentage of AUM, Fixed Fees |
| 3 | ETF MANAGERS GROUP LLC 350 Springfield Avenue, Suite #200 Summit, NJ, 7901 | $3,483,619,133 | 12 | 9 | A Percentage of AUM |
| 4 | SOLUS ALTERNATIVE ASSET MANAGEMENT LP 25 Maple Street, 2nd Floor Summit, NJ, 7901 | $3,391,836,721 | 33 | 29 | A Percentage of AUM, Performance Based |
| 5 | RIVULET CAPITAL, LLC 25 Deforest Avenue, Suite 305 Summit, NJ, 7901 | $3,344,091,348 | 4 | 10 | A Percentage of AUM, Performance Based |
| 6 | JOURNEY STRATEGIC WEALTH LLC 104 Summit Avenue, Summit, NJ, 7901 | $2,726,392,525 | 1547 | 23 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | RSW INVESTMENTS 47 Maple Street, Suite 304 Summit, NJ, 7901 | $2,141,183,720 | 1634 | 10 | A Percentage of AUM |
| 8 | CONVERSANT CAPITAL LLC 25 Deforest Avenue, Summit, NJ, 7901 | $1,591,730,563 | 12 | 11 | A Percentage of AUM, Performance Based |
| 9 | RIDGELEIGH CAPITAL 19 Beechwood Road, 3rd Floor Summit, NJ, 7901 | $871,133,244 | 6 | 1 | A Percentage of AUM, Fixed Fees, Performance Based |
| 10 | UNION GROVE VENTURE PARTNERS 47 Maple St., Suite 106 Summit, NJ, 7901 | $714,998,368 | 11 | 3 | A Percentage of AUM, Performance Based |
| 11 | M&R CAPITAL MANAGEMENT INC 25 Union Place, 3rd Floor Summit, NJ, 7901 | $454,433,265 | 450 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | GULFSTREAM CM, LLC 450 Springfield Avenue, Suite 204, Summit, NJ, 7901 | $453,726,050 | 20 | 9 | A Percentage of AUM, Performance Based |
| 13 | SYSTEM 2 ADVISORS, L.P. 47 Maple Street, 303 A Summit, NJ, 7901 | $450,000,000 | 4 | 5 | A Percentage of AUM, Performance Based |
| 14 | BRAVE FAMILY ADVISORS 47 Summit Avenue, Summit, NJ, 7901 | $439,349,725 | 726 | 7 | A Percentage of AUM, Other (CONSULTING FEES BASED UPON A PERCENTAGE OF PLAN ASSETS) |
| 15 | SEABRIDGE INVESTMENT ADVISORS LLC 450 Springfield Ave., Suite 301 Summit, NJ, 07901-2610 | $374,626,969 | 317 | 11 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Summit, New Jersey
QualificationsFirm CRD# 155020
Assets Under Management $18,536,443,333
No. Of Clients56
Clients Per Financial Advisor1
ECP is a financial advisory firm situated in Summit, New Jersey. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 84 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
QualificationsFirm CRD# 142878
Assets Under Management $6,551,177,169
No. Of Clients1235
Clients Per Financial Advisor77
CIRCLE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Summit, New Jersey. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1235 clients. The team consists of 16 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
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 268796
Assets Under Management $3,483,619,133
No. Of Clients12
Clients Per Financial Advisor1
ETF MANAGERS GROUP 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 12 clients. The team consists of 9 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 Investment
QualificationsFirm CRD# 144155
Assets Under Management $3,391,836,721
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 29 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
QualificationsFirm CRD# 163597
Assets Under Management $3,344,091,348
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
- Portfolio Management for Business
QualificationsFirm CRD# 310648
Assets Under Management $2,726,392,525
No. Of Clients1547
Clients Per Financial Advisor67
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 1547 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 302023
Assets Under Management $2,141,183,720
No. Of Clients1634
Clients Per Financial Advisor163
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 1634 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
- Portfolio Management for Business
QualificationsFirm CRD# 308201
Assets Under Management $1,591,730,563
No. Of Clients12
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 12 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 pooled Investment
QualificationsFirm CRD# 171905
Assets Under Management $871,133,244
No. Of Clients6
Clients Per Financial Advisor6
RIDGELEIGH CAPITAL is a financial advisory firm situated in Summit, New Jersey. With a nearly $871M 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 170880
Assets Under Management $714,998,368
No. Of Clients11
Clients Per Financial Advisor4
UNION GROVE VENTURE PARTNERS is a financial advisory firm situated in Summit, New Jersey. With a nearly $715M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 3 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
- Selection of Other Advisors
QualificationsFirm CRD# 110472
Assets Under Management $454,433,265
No. Of Clients450
Clients Per Financial Advisor75
M&R CAPITAL MANAGEMENT INC is a financial advisory firm situated in Summit, New Jersey. With a nearly $454M assets under management, the firm specializes in crafting personalized retirement planning solutions for 450 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 165459
Assets Under Management $453,726,050
No. Of Clients20
Clients Per Financial Advisor2
GULFSTREAM CM, LLC is a financial advisory firm situated in Summit, New Jersey. With a nearly $454M assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 9 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
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 164189
Assets Under Management $450,000,000
No. Of Clients4
Clients Per Financial Advisor1
SYSTEM 2 ADVISORS, L.P. is a financial advisory firm situated in Summit, New Jersey. With a nearly $450M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 5 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
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 108512
Assets Under Management $439,349,725
No. Of Clients726
Clients Per Financial Advisor104
BRAVE FAMILY ADVISORS is a financial advisory firm situated in Summit, New Jersey. With a nearly $439M assets under management, the firm specializes in crafting personalized retirement planning solutions for 726 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
- Other (CONSULTING FEES BASED UPON A PERCENTAGE OF PLAN ASSETS)
Financial Planning Services
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 108681
Assets Under Management $374,626,969
No. Of Clients317
Clients Per Financial Advisor29
SEABRIDGE INVESTMENT ADVISORS LLC is a financial advisory firm situated in Summit, New Jersey. With a nearly $375M assets under management, the firm specializes in crafting personalized retirement planning solutions for 317 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
- Portfolio Management for Individuals
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