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Top RIA Firms in Summit, New Jersey
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Summit, New Jersey. This hub covers 22 matching firms with $78.3B in total reported AUM and median AUM of $842.0M.
Firms
22
Matching current profiles
Total AUM
$78.3B
Reported regulatory AUM
Median AUM
$842.0M
Across firms with AUM
Largest firm
$33.4B
Ecp
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Ecp CRD 155020 · Limited Partnership | SUMMIT, NJ | $33.4B Apr 2026 | +$10.6B+46.8% | +$14.9B+80.2% | +$20.1B+151.9% | +$27.4B+459.0% | +25 employees+35.7% over 3Y | +8 accounts+14.3% over 3Y |
| 2. Circle Wealth Management, LLC CRD 142878 · Limited Liability Company | SUMMIT, NJ | $14.1B Apr 2026 | +$1.6B+12.7% | +$7.5B+114.7% | +$11.3B+407.6% | +$13.0B+1217.4% | +7 employees+43.8% over 3Y | -97 accounts-7.9% over 3Y |
| 3. Journey Strategic Wealth LLC CRD 310648 · Limited Liability Company | SUMMIT, NJ | $4.6B Mar 2026 | +$1.6B+51.3% | +$2.0B+77.2% | — | — | +16 employees+106.7% over 3Y | +2,858 accounts+385.2% over 3Y |
| 4. Simplicity Wealth CRD 300572 · Limited Liability Company | SUMMIT, NJ | $4.3B Apr 2026 | +$672.6M+18.7% | +$4.1B+2024.5% | +$4.1B+2492.3% | — | +378 employees+821.7% over 3Y | +11,703 accounts+499.7% over 3Y |
| 5. Forza Investment Group, LP CRD 329156 · Limited Partnership | SUMMIT, NJ | $3.9B May 2026 | +$2.0B+104.9% | — | — | +$2.6B+189.6% | 0 employees+0.0% over 1Y | +1 accounts+10.0% over 1Y |
| 6. Solus Alternative Asset Management LP CRD 144155 · Limited Partnership | SUMMIT, NJ | $3.2B Mar 2026 | -$112.5M-3.4% | -$205.8M-6.1% | -$1.0B-24.1% | -$579.1M-15.4% | -4 employees-13.8% over 3Y | -3 accounts-9.1% over 3Y |
| 7. Conversant Capital LLC CRD 308201 · Limited Liability Company | SUMMIT, NJ | $3.1B Mar 2026 | +$512.0M+19.7% | +$1.5B+95.8% | +$3.0B+2719.1% | +$3.0B+4068.7% | +8 employees+72.7% over 3Y | +12 accounts+100.0% over 3Y |
| 8. Rsw Investments CRD 302023 · Limited Liability Company | SUMMIT, NJ | $2.3B Mar 2026 | -$68.5M-2.9% | +$156.3M+7.3% | -$44.1M-1.9% | -$620.8K-0.0% | 0 employees+0.0% over 3Y | -2 accounts-0.1% over 3Y |
| 9. Tlg Advisors, INC. CRD 111052 · Corporation | SUMMIT, NJ | $2.3B Mar 2026 | +$347.8M+17.9% | +$675.3M+41.7% | +$1.1B+97.2% | +$2.1B+1356.2% | +26 employees+9.8% over 3Y | -433 accounts-6.0% over 3Y |
| 10. Ridgeleigh Capital CRD 171905 · Limited Liability Company | SUMMIT, NJ | $1.0B Mar 2026 | +$65.9M+6.8% | +$163.3M+18.7% | +$205.2M+24.7% | +$614.4M+146.3% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 11. System 2 Advisors, L.p. CRD 164189 · Limited Partnership | SUMMIT, NJ | $912.9M Mar 2026 | +$170.9M+23.0% | +$462.9M+102.9% | +$719.9M+373.0% | +$866.1M+1854.3% | +1 employees+20.0% over 3Y | +7 accounts+175.0% over 3Y |
| 12. Seabridge Investment Advisors LLC CRD 108681 · Limited Liability Company | SUMMIT, NJ | $771.2M Apr 2026 | +$160.8M+26.3% | +$396.6M+105.9% | +$369.3M+91.9% | +$353.1M+84.4% | +1 employees+9.1% over 3Y | +165 accounts+52.1% over 3Y |
| 13. Shorebridge Capital Management, LLC CRD 290660 · Limited Liability Company | SUMMIT, NJ | $735.1M Mar 2026 | +$32.6M+4.6% | +$52.7M+7.7% | +$278.6M+61.0% | +$387.6M+111.6% | -1 employees-16.7% over 3Y | 0 accounts+0.0% over 3Y |
| 14. Union Grove Venture Partners CRD 170880 · Limited Liability Company | SUMMIT, NJ | $634.9M Mar 2026 | +$13.2M+2.1% | -$80.1M-11.2% | +$149.2M+30.7% | +$534.4M+531.7% | -1 employees-33.3% over 3Y | 0 accounts+0.0% over 3Y |
| 15. Brave Family Advisors CRD 108512 · Corporation | SUMMIT, NJ | $624.3M Mar 2026 | +$133.0M+27.1% | +$142.1M+29.5% | +$322.9M+107.1% | +$475.8M+320.3% | +2 employees+40.0% over 3Y | +304 accounts+49.2% over 3Y |
| 16. Tsp Capital Management Group, LLC CRD 131889 · Limited Liability Company | SUMMIT, NJ | $553.3M Mar 2026 | +$166.3M+43.0% | +$151.8M+37.8% | +$226.5M+69.3% | +$296.1M+115.1% | 0 employees+0.0% over 3Y | -14 accounts-5.1% over 3Y |
| 17. Sophron Capital Management CRD 331387 · Limited Partnership | SUMMIT, NJ | $527.3M Mar 2026 | +$49.7M+10.4% | — | — | — | -1 employees-33.3% over 1Y | 0 accounts+0.0% over 1Y |
| 18. Concord Management Services, LLC CRD 292760 · Limited Liability Company | SUMMIT, NJ | $301.0M Mar 2026 | -$15.6M-4.9% | +$30.2M+11.1% | +$243.2M+420.8% | +$271.0M+903.4% | -5 employees-71.4% over 3Y | +3 accounts+75.0% over 3Y |
| 19. Summit Place Financial Advisors, LLC CRD 147984 · Limited Liability Company | SUMMIT, NJ | $300.4M Mar 2026 | +$44.0M+17.2% | +$68.5M+29.5% | +$120.7M+67.2% | +$243.4M+426.6% | 0 employees+0.0% over 3Y | +68 accounts+25.5% over 3Y |
| 20. Tap Root Capital Management LP CRD 334936 · Limited Partnership | SUMMIT, NJ | $297.3M May 2026 | — | — | — | +$183.0M+160.0% | +3 employees+60.0% over Total | +1 accounts+50.0% over Total |
| 21. Gulfstream CM, LLC CRD 165459 · Limited Liability Company | SUMMIT, NJ | $244.2M Mar 2026 | +$16.6M+7.3% | -$209.5M-46.2% | -$290.8M-54.4% | -$80.0M-24.7% | -1 employees-11.1% over 3Y | +5 accounts+25.0% over 3Y |
| 22. Om Advisers LP CRD 309024 · Limited Partnership | SUMMIT, NJ | $189.5M Mar 2026 | +$10.0M+5.5% | +$87.8M+86.4% | +$184.1M+3392.9% | +$184.1M+3392.9% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.