Firms by city
Registered investment advisers in Summit, NJ
2 SEC-registered advisers headquartered in Summit, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Energy Capital Partners ManagementCRD 155020 | Summit, NJ | $33.39B | 57 | 64 |
| Circle Wealth ManagementCRD 142878 | Summit, NJ | $14.07B | 11 | 380 |
Energy Capital Partners ManagementCRD 155020$33.39B
- Headquarters
- Summit, NJ
- Advisory staff
- 57
- Clients
- 64
Circle Wealth ManagementCRD 142878$14.07B
- Headquarters
- Summit, NJ
- Advisory staff
- 11
- Clients
- 380
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Summit on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in New Jersey.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.