We’re proud to recognize an exceptional group of advisors named to the 2026 AdvisorHub Advisors to Watch list. This distinction highlights individuals who demonstrate outstanding commitment to their clients, strong leadership, and a forward-looking approach to the evolving advisory landscape.

👏 Congratulations to:
William E. Clegg IV, CFP®,CIMA®, 400 Advisors to Watch Under $1B, #16
Monish Verma, CRPS®, 400 Advisors to Watch Under $1B, #21
Larry Bell, CFP®, 400 Advisors to Watch Under $1B, #97
John LeRoy, CFP ®, 400 Advisors to Watch Under $1B, #136
Nicholas J Houmis, CFP®, 400 Advisors to Watch Under $1B, #192

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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