Summit Financial is proud to celebrate our advisors who were named to the 2026 InvestmentNews Top Financial Professional List!

 

Awarded in February 2026. Based on data from August 2024 to August 2025. No fees are required to be nominated or considered for this recognition. Some professionals may choose to purchase optional promotional or marketing packages from InvestmentNews after being selected. The full list and criteria are available here: https://lnkd.in/eiTHbwiy

 

RECENT INSIGHTS

August 4, 2026

What great leadership really looks like in practice.

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August 4, 2026

Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...

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August 4, 2026

Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.

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