2022 Barron’s Top 100 RIA Firms List


We are proud to announce that Summit Financial, LLC has been named to the Barron’s Top 100 RIA Firms list, the first time in which we have participated! 

This 7th annual ranking of independent advisory companies is based on assets managed and advised by the firms, technology spending, succession planning and other metrics. Thanks to our clients and business partners for the support and confidence they have placed in us to make this achievement possible.  We look forward to what the future holds for Summit Financial and our advisors.

Firms elect to participate but do not pay, to be included in the ranking. Ranking awarded in September 2022 based on data within a 12-month period.

FULL LINK HERE (https://www.barrons.com/advisor/report/top-financial-advisors/ria)

About Summit Financial

As an independent financial services firm with legacy business from its predecessor going back 40 years, Summit and its affiliates are proud to continue their vision of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With customized, holistic, and hands-on advice, we help turn life’s aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms.

Summit Financial Holdings, LLC’s affiliated firms include, but are not limited to, Summit Financial, LLC, Summit Risk Management, LLC, Summit Advisory Services, LLC, Summit Services IT, LLC, and Summit Growth Partners, LLC.


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Addition of integrated, alternative investment solutions to help advisors attract and retain high-net-worth clients, further strengthening their competitive edge

February 5, 2024

We’re excited to announce the addition of Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company to our...

January 18, 2024

Baltimore County-based $300 million multi-family office joins Summit Financial to utilize its scale, resources, and integrated technology platform