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List of Financial planners in Summit
There are 54 Financial planners in Summit as of April 1, 2026; which is an 0.00% increase from 2023. Of these locations, 19 Financial planners which is 35.19% of all Financial planners in Summit are single-owner operations, while the remaining 35 which is 64.81% are part of larger brands. Average age of Financial planners in Summit is 5 years and 2 months.Financial planners are also establishing a strong digital presence across various platforms: 36 have LinkedIn profiles, 16 have Facebook Pages, 3 are active on Instagram, 34 have X (formerly Twitter) handles, and 26 have YouTube channels. About 51 Financial planners have their own website and the remaining 3 don’t have their own website.
- 54
Number of Financial planners
- 16
Email addresses
- 54
Phone numbers
- 51
With Websites
- 36
LinkedIn Profiles
- 16
Facebook Profiles
- 3
Instagram Handles
- 34
X Handles
- 26
YouTube Channels
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Download list of Financial planners in Summit
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Hill Private Wealth, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | |||||
| Grand Life Financial Advisors & Wealth Management | Address | Summit | New Jersey | United States | Phone | 0 | 5 | Link | |||||
| Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | |||||
| William Huntley - Financial Advisor, Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | |||||
| Lionheart Wealth Management - Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 5 | Link | |||||
| Anthony DeAngelo - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | |||||
| Summit Place Financial Advisors | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | |||||
| Jeremy Westaway - Financial Advisor, Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | |||||
| Sea Bridge Capital Management | Address | Summit | New Jersey | United States | Phone | 0 | 0 | Link | |||||
| Glacier Peak Capital Management LLC | Address | Summit | New Jersey | United States | Phone | 0 | 1 | Link |
[
{
"name": "Beacon Hill Private Wealth, LLC",
"address": "35**********",
"phone": "********8444",
"email": "to*@be**********",
"lat": 40.71782,
"lng": -74.356594,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Financial advisors,Financial consultants"
},
{
"name": "Grand Life Financial Advisors & Wealth Management",
"address": "35**********",
"phone": "********9044",
"email": "he***@gr*********",
"lat": 40.7178196,
"lng": -74.3565938,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 5,
"rating_count": 0,
"category_name": "Financial advisors,Financial planners"
},
{
"name": "Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "12**********",
"phone": "********5234",
"email": "Sh**********@am******",
"lat": 40.7195443,
"lng": -74.3558061,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "William Huntley - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "12**********",
"phone": "********2010",
"email": "Wi**********@am******",
"lat": 40.7195443,
"lng": -74.3558061,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Lionheart Wealth Management - Ameriprise Financial Services, LLC",
"address": "12**********",
"phone": "********2010",
"email": "an**********@am******",
"lat": 40.7195443,
"lng": -74.3558061,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 5,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Anthony DeAngelo - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "12**********",
"phone": "********2010",
"email": "An**********@am******",
"lat": 40.7195443,
"lng": -74.3558061,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Summit Place Financial Advisors",
"address": "18**********",
"phone": "********5880",
"email": "li********@su**********",
"lat": 40.7174191,
"lng": -74.357052,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Jeremy Westaway - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "12**********",
"phone": "********2012",
"email": "Je**********@am******",
"lat": 40.7195443,
"lng": -74.3558061,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Sea Bridge Capital Management",
"address": "45**********",
"phone": "********5085",
"email": "am*****@se**********",
"lat": 40.7176783,
"lng": -74.3603791,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,ATMs"
},
{
"name": "Glacier Peak Capital Management LLC",
"address": "47**********",
"phone": "********7522",
"email": "mc*******@gl**********",
"lat": 40.7170867,
"lng": -74.3591461,
"url": "ht**********",
"country": "United States",
"state": "New Jersey",
"city": "Summit",
"star_count": 1,
"rating_count": 0,
"category_name": "Financial planners"
}
]Loading...
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How many Financial planners are there in Summit?
There are a total of 54 Financial planners in Summit as of April 01, 2026.
Number of Financial planners in Summit with Phone Number
54
Number of Financial planners in Summit with Email
16
List of Financial planners in Summit with Social Media Accounts
16
Facebook Profiles
3
Instagram Handles
36
LinkedIn Profiles
34
X Handles
26
YouTube Channels
Download sales qualified leads of Financial planners in the Summit
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.
Related Financial planners Leads By Location
Data of Financial planners in Summit with/without Website
Download the list of Financial planners in Summit as of April 01, 2026 with and without website information.
51
Number of Financial planners in Summit with website
3
Number of Financial planners in Summit without website
List of Financial planners in Summit By Ratings
Download the data of the number of star-rated Financial planners in Summit as of April 01, 2026.
1
Number of 1 star-rated Financial planners in Summit
0
Number of 2 star-rated Financial planners in Summit
0
Number of 3 star-rated Financial planners in Summit
0
Number of 4 star-rated Financial planners in Summit
10
Number of 5 star-rated Financial planners in Summit
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The total number of Financial planners in Summit is 54.
Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Summit at an affordable price.
You can download the complete dataset of sales qualified leads of Financial planners in Summit once you purchase it.
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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
The price of Financial planners in Summit dataset costs $99.
There are 54 Financial planners in Summit with phone numbers.
There are 16 Financial planners in Summit with email addresses.
There are 22 Financial planners in Summit with both phone numbers and email lists.
There are 36 Financial planners in Summit with LinkedIn Profiles.
There are 16 Financial planners in Summit with Facebook Profiles.
There are 3 Financial planners in Summit with Instagram Handles.
There are 34 Financial planners in Summit with X Handles.
There are 26 Financial planners in Summit with YouTube Channels.
The total count of Financial planners in Summit with a website is 51.
The total count of Financial planners in Summit without a website is 3.
There are 10 5-star rated Financial planners in Summit.
There are 0 4-star rated Financial planners in Summit.
There are 0 3-star rated Financial planners in Summit.
There are 0 2-star rated Financial planners in Summit.
There are 1 1-star rated Financial planners in Summit.
The average age of Financial planners in Summit is 5 years and 2 months.
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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.
Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.
The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.