What great leadership really looks like in practice.

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

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

What to do when the people making decisions don’t agree.

Stan Gregor, CEO of Summit Financial LLC, emphasized that a statement of shareholders’ equity provides crucial financial accounting information about...

AI and data are reshaping how work gets done. Many business leaders are experimenting, piloting tools, or automating fragments of...

Leaders share one piece of advice to share with those coming up through the ranks.

Shared ambition can create lasting companies.

Most firms think they are ready for the ultra high net worth market. Most are not.

We’re proud to recognize an exceptional group of advisors named to the 2026 AdvisorHub Advisors to Watch list. This distinction...

Tech-focused Summit Financial CEO Stan Gregor laid out his vision of how AI will shape the wealth management space over...

Front Office Sports checked in with Summit CEO Stan Gregor about how the playoff buzz has softened the city’s usual...

 Inspiring Conversations with Visionary Entrepreneurs, Wealth Builders & Legacy Creators

Achievements like this are only possible because of the trust our clients place in our teams and the collaboration across...

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline

Leadership advice for helping your staff grow.  Insights by Summit CEO, Stan Gregor. 

Private Wealth Advisor Continues Legacy of Client Success and Industry Innovation

It’s about investing in growth, not fixing problems.

Measure and review your relationship ROI. Authored by Stan Gregor, CEO, Summit Financial. 

Proud to share that Summit Financial has been named to USA TODAY and Statista’s 2026 Best Financial Advisory Firms, ranking...

Monish Verma, CRPS®recently joined the Smart Money Circle Show with Adam Sarhan – Host 1 Trillion Podcast to discuss one...

Over the past decade, wealth management has had an explosion of innovation from the rise of independents to private equity...

We are proud to congratulate our Summit advisors for being named to Forbes’ Best-In-State Wealth Advisors list. They represent the...

As trillions of dollars move from parents to their children, many advisors are quietly losing the next generation

Unravel management practices that are holding the company back.

Stan Gregor is the CEO of Summit Financial and a veteran leader with more than 30 years of experience across...

Summit CEO Stan Gregor joined the InvestmentNews panel, “Smart Money Moves: Tax Strategies for Life’s Biggest Transitions,” to discuss why...

Why advisors should replace patchwork planning with a cohesive financial roadmap. Read more for insights from Stan Gregor, CEO and...

Summit partners with a New Jersey-based advisory firm that’s positioned for accelerated business growth and continued innovation.

Signet, also a Merchant-backed RIA, represents the second-largest firm Summit has onboarded to date.

Monish Verma, founding partner and CEO at Vardhan Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the...

Real estate, private equity and general partner stakes could benefit from future interest rate cuts. What are the risks and...

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

How leaders can unleash elite potential. 

Summit Financial’s CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that...

Summit Financial, ​​a preeminent financial planning and wealth management firm, today recapped a historic year of strategic execution and growth...

Assets have grown approximately 6x, fueling continued 2026 platform expansion

Stan Gregor is the CEO of Summit Financial LLC. As a senior executive with over 30 years of experience, Stan...

Executives are not paying enough attention, and business depends on it.

Active listening is the foundation for generating better outcomes

Featured in the recent Financial Advisor Magazine article, “New Yardsticks For PE Investing,” Summit’s Co-Chief Investment Officer, Noreen Brown, CFA,...

We look at some of the predictions that wealth managers around the world are making about assets, particularly in the...

Top advisors, Stan Gregor, CEO of Summit Financial LLC, and Todd Bryant, Founding Partner of Signature Wealth Partners, share proven...

🏆 LeRoy Wealth Management Group – North NJ, #12, Private Wealth 🏆 Weinerman Wealth Management – North NJ, #64, High...

What You Need To Know The best minority buyers bring operational expertise, not just financial resources, to a partnership. Investors...

Focus Financial Partners co-founder Rajini Kodialam and Summit Financial chief revenue officer Ed Friedman spoke about the impact of M&A...

Summit Financial is honored to be ranked #12 on AdvisorHub’s “RIA Firms to Watch (Mid-sized)” list! View the full ranking...

We CEOs love our jargon and buzzwords. Synergy, pivot, disruption, AI… the list just keeps going. These terms often fill our...

The addition of Ivy Wealth Management expands Summit’s presence in the Northeast and brings its total assets to over $25...

Private market investment expertise can give a leg up on client attraction and retention, but it’s also a complex space...

Focus Financial Partners co-founder Rajini Kodialam and Summit Financial’s Ed Friedman talked about leveraging AI to stay competitive at Citywire’s...

New partnership adds more than $500 million in assets and strengthens Summit’s growth strategy as advisor platform surpasses $25 billion...

Advisors and asset managers discussed the cases for continuing to invest in two sectors that have raised some alarms. Featuring...

The federal tax outlook changed dramatically when Donald Trump defeated Joe Biden in November 2024 — both for the short...

How Summit Financial Built a Scalable Tech and Advisor Platform with Stan Gregor

Follow these steps to enjoy holistic success. 

This week, AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor — CEO of Summit Financial. The two discuss the increasing...

Stan Gregor, the CEO of Summit Financial, discusses his attempt to right the wrongs of past tech stacks with a...

In his insightful analysis, Stan Gregor explores how transparency is the critical driver of successful M&A transactions in the wealth...

Veteran dealmaker Stan Gregor outlines best practices for advisors eager to unlock growth, maintain independence, and avoid costly mistakes

National wealth management firm advances 15 spots based on its growth, technology, and quality of services offered to clients

Make each annual conference more than a calendar commitment and turn it into a springboard for growth, insight, and connection.

Selling life insurance includes a lot of dry and technical things, like getting licensed and learning about the do’s and...

Fast-growing national RIA harnesses A.I. and next-generation digital tools to drive advisor growth, boost efficiency, and elevate client experiences

Midway through 2025, Wealth Management’s Midyear Outlook features strategic industry voices including our own Co-Chief Investment Officer, Noreen Brown. Noreen...

Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services...

Stan Gregor discusses Summit Financial’s expansion from $3 billion to $25 billion in assets, highlighting partnership models and resources driving...

Welcome everyone! Welcome to the 448th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Monish Verma....

Crow Financial, Everest Consultants, Heritage Wealth Partners, and LPF Advisors join Summit’s expanding network to enhance client solutions, drive innovation,...

Summit Financial, the $20 billion New Jersey-based RIA backed by Merchant Investment Management, has added four new advisory teams. The...

Insights from the Summit Integrated Planning Group.

Financial planners and wealth management leaders discuss the role digital assets should play in your investment strategy right now, if...

RIA acquirers and M&A consultants speaking at Wealth Management EDGE said firms with G2 leaders, including equity stakeholders, are often...

Insights from Summit Financial Wealth Advisor, Christopher Stappas, J.D., CFP®.

Summit Financial takes minority stakes in Montgomery, Ala.-based Parsons Broach Financial Services and Edina, Minn.-based Grandview Square Financial.

Latest Investment Underscores Summit’s Commitment to Accelerated National Growth.

Summit Financial, a US-based investment advisory firm with over 40 years of experience providing multi-family office services, added Gateway Advisory,...

A looming shortage of financial advisors is forcing RIAs to rethink recruitment or risk falling behind. Demographic headwinds, an aging...

Here’s how to master daily leadership responsibilities without burning out.

Whenever stocks, Treasury prices and the dollar go down together, the idea of a ‘sell America trade’ goes up. Read...

However, the realities of higher fees, less liquidity, and the retailization of ETFs mean financial advisors should tread carefully. Read...

Constellation Wealth Capital’s Lisa Crafford and Summit Financial’s Ed Friedman talked about setting yourself up for succession success at Future...

New Jersey-based firm joins with Summit Financial, leveraging its resources and advanced technology platform to enhance client services.

The deal with Gateway Advisory represents Summit’s 21st investment since the start of 2024.

Read more from Summit Financial’s CEO and Chairman Stan Gregor. 

Market volatility is rising due to the president’s tariff talk, and that’s got wealth managers answering more and more client...

Insights from Summit Financial Director of Growth and Business Development, Ed Friedman, on why advisors are leaving wirehouses and forging...

Merchant Investment Management has taken a majority stake in Summit Financial, a New Jersey RIA investor and platform services business...

St. Louis-area multi-family office joins Summit Financial to tap its scale, resources and cutting-edge technology platform.

The yellow metal is shining brightly, hitting new record highs and drawing interest from advisory clients.

Wealth managers see a potential rebound in REITs after a disappointing 2024, but only if interest rates cooperate.

The RIA Accelerated Growth, Expanded Multi-Family Office Services Across Key Markets, and Solidified Industry Leadership

John LeRoy, private wealth advisor at Summit Financial, does sense a level of complacency among investors and advisors after two...

Ed Friedman, Director of Business Development and Growth at Summit Financial, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the...

At this year’s Summit Growth Partners Summit, we had the privilege of hosting Gen. Jim Mattis as our keynote speaker. A...

Eight years ago, I was asked to consider taking on the CEO role at Summit Financial, a 35-year-old RIA in...

Summit amplifies presence in the Southeast, bolstering expertise in qualified retirement plans.

Strategic investment enhances Chicagoland presence, strengthening Summit’s rapidly expanding national network.

At Summit Financial, holiday giving isn’t just about gifts—it’s about making an impact. Monish Verma, of Vardhan Wealth Management shares...

Powerhouse RIA leverages groundbreaking partnership model to fuel nationwide growth with the addition of Southeast Financial Group, Radiance Private Wealth...

Citywire spoke with a slew of advisors across the country to better understand their organic growth strategies and client engagement...

Navigating retirement together requires careful planning and honest communication. Monish Verma, CRPS® discusses the importance of aligning on goals as...

Clients remain positive but anxious before the election, according to an informal InvestmentNews wealth manager survey.

We are pleased to announce Summit Financial LLC has been ranked in Forbes America’s Top RIA Firms. 

Through Summit Growth Partners, firm strengthens its commitment to national expansion by injecting capital into Oklahoma- and Pennsylvania-based independent advisory...

The advisory firm takes minority stakes in BFG Wealth and Canon Capital Wealth Management.

Summit Financial made minority investments in BFG Wealth and Canon Capital Wealth Management through its investing arm Summit Growth Partners.

Our ninth annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession...

Monish Verma of Vardhan Wealth Management helps clients grow with their financial plans.

A summary of M&A moves in the second quarter of 2024.

Are you financial advisors ready for some football?

Real Assets Adviser’s “Hot Minute” segment takes a minute or so to introduce members of the RAA community to the community...

Elsewhere, Audrey Drossner, founding member of Oracle Private Wealth, says many women feel less financially secure because they often spend...

Next-gen advisors are looking to work at RIAs that will offer them work-life balance and access to innovative technologies that...

Summit Financial Director of Business Development and Growth Ed Friedman says that RIAs need to “pay homage” to the legacy...

Wealth management can be a fickle business: One year you’re scrambling to service all your new clients, and the next...

As many advisors continued to break away from wirehouses, in January, we featured an editorial by Ed Friedman, Director of...

It’s hard to stand out from your competition when trying to hire top talent. It’s easier with a great company...

Summit ranked in Financial Advisor Magazine’s 2024 Top RIAs Ranking for assets greater than $1 billion.

Employee ownership, diversified business lines and a minority investment program have boosted Summit Financial’s growth in recent years, according to...

One of the biggest mistakes a wealth management firm can make in launching a new technology or AI tool is...

CDs can help you lock in today’s elevated rates for months or years.

Joe Spada named finalist in inaugural InvestmentNews Excellence Awardees Advisory of the Year: Alternative Investments category

Richard McWhorter and his Pasadena, Calif.-based practice are the 11th team to join Summit Growth Partners so far this year.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor — CEO of Summit Financial. The two discuss minority interest purchase...

Summer is here and that means wealth managers must keep their practices running while support staff take well-deserved time off.

The RIA is bolstering its partnership model as it helps the breakaway team, led by a 25-year veteran, launch their...

The deal marks the sixth this year by Summit Growth Partners, a subsidiary of Summit Financial.

“We are pleased to welcome the Kyros team as they join the Summit Financial family. Their expertise and passion for...

Experts From Summit, Alaris And Modern Wealth Each Provide Three Keys To Ensuring Cultural Alignment Post-Transaction

The Director of Business Development and Growth, Ed Friedman, shares the secret sauce driving Summit’s growth surge. It’s a perspective...

Advisors say private credit is a great way to add to diversification to a client portfolio, despite often lacking liquidity.

WSR Recognizes Executives From Realta Wealth, Lincoln Financial Network, Summit Financial, SageView And Docupace As Leading CFOs In The Wealth...

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

Summit Financial is looking to help advisors woo and retain high-net-worth clients by stepping up its alternatives game.

Someone has come forward to claim last weekend’s big prize, but what’s the best way to spend and invest it?

Summit Financial, a leading architect of advisor success and client satisfaction for over four decades, announced that Joseph Spada, CFP was named the...

PE-backed buyers accounted for nearly three quarters of the deals through the first two months of this year.

Real estate investment trusts (REITs) provide a way to invest in real estate without actually buying any property. They generate...

As the final stats on M&A for 2023 come in, one thing we know for certain. The number of firms...

Use of alternative investments skyrocketed when stocks and bonds tanked in 2022, but advisors are still standing behind those positions...

Summit Financial Holdings has added two independent broker teams with $725 million in assets combined, according to an announcement on...

Independent advisor platform adds $725 million in assets with two new affiliate firms.

Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company joined the registered investment advisory platform under the Summit Growth...

Both Alabama-based Garrett, Perkins & Horton Advisory Partners—along with Indiana-based Brad Werner & Company—join Summit Financial to scale and access...

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

WPCG And HGGC Invest In True North. Cetera Invests In Wilde Wealth. Carson Group Brings On 31 Firms In 2023....

In a divergent financial landscape, the Top Advisors of 2024 have emerged as dynamic performers, providing clients with trusted advice,...

The run-up in stocks raises the question of whether advisors should start reducing their stakes in those illiquid alternatives that...

Oracle Private Wealth Advisors is an all-women team previously registered with Symphonic Securities.

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

The Maryland-based firm will become an affiliate partner of Summit.

The $300 million multi-family office with an all-female staff joins Summit’s equity partnership platform.

What should investors do to protect their nest eggs as we head into a presidential election and face continued uncertainty...

Breaking away can result in higher take-home earnings and better tax treatment for advisors, and advantages for clients.

We are extremely honored to announce that for the second consecutive year Summit Financial, LLC has been recognized in the...

We are extremely proud to announce that Summit Financial, LLC has been ranked #52 in the Barron’s ranking of America’s...

The competition to attract or acquire leading advisors or advisory firms is fierce.  Whether you are a top advisor choosing your...

Summit Financial Welcomes Lifetime Wealth Management to its Expanding Advisor Community Summit Financial Holdings (“Summit”), a premier destination for independent...

We are pleased to announce that 8 Summit Financial advisors have been named to the 2023 AdvisorHub “Advisors to Watch”...

A five-person team has left Wells Fargo Advisors to launch their own independent practice with Summit Financial, a Parsippany, N.J.–based...

We’re pleased to welcome Great Lakes Private Wealth to the Summit Financial family! Based in Farmington Hills, MI, and led...

Our CEO Stan Gregor had the opportunity to speak with Tony Sirianni on the AdvisorHub podcast.  Stan shared the uniqueness...

Our CEO Stan Gregor was a guest on the DealQuest podcast with Corey Kupfer to discuss how Summit has evolved...

2022 Forbes | SHOOK Research America’s Top 100 RIA Firms We are extremely proud to announce that Summit Financial, LLC...

2022 Barron’s Top 100 RIA Firms List   We are proud to announce that Summit Financial, LLC has been named...

There’s no universally correct direction for every breakaway to take. What works for some may not be the right solution...

You have one chance to show clients why you started your own firm, and most importantly, how they will be...

Our industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if...

Summit Financial’s Stan Gregor offers advice on how other firms can create scalable, repeatable growth strategies and transform their practices...

Stan Gregor is the CEO of Summit Financial LLC, a preeminent investment advisory firm with a four-decade legacy of helping...

Our industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if...

A conversation with Monish Verma, Managing Partner, Vardhan Wealth Management Monish describes what is an incredibly instructive journey, starting with...

Summit Financial Holdings (“Summit”), a financial services firm for top independent and breakaway advisors, will fuel the launch of Advocus...

A pair of former brokers-turned-advisors in Columbus, Ohio have broken away for the second time in a year to launch...

A year after they broke away from Merrill Lynch, Ohio advisors Steve Vujevich and Matt Anderson are starting anew. The...

I have at least 20 more years left in the tank. I want to build a legacy. I want to...

PARSIPPANY, N.J.–(BUSINESS WIRE)–Summit Financial Holdings (“Summit”), a financial services firm and premier destination for independent and breakaway advisors, welcomes WealthPlan...

“Never let a good crisis go to waste.” This compelling quote, often attributed to Winston Churchill, came to my mind...

Financial advisor Monish Verma has partnered with Parsippany, N.J.-based Summit Growth Partners to launch an independent practice in Farmington Hills,...

Vardhan Wealth Management is Summit Financial’s first affiliate office in Michigan. A UBS breakaway team has formed an independent wealth...

Summit Financial Holdings says it has taken a stake in a Miami-based registered investment advisor firm, marking its foray into serving...

Summit Financial has clinched its 13th minority investment in a registered investment advisor. Through its affiliate Summit Growth Partners, the firm...

The most impactful lesson I’ve learned in my long career is: If necessity is the mother of invention, then crisis...

Summit Growth Partners will be a sort of velvet rope model, providing advisors with access to Summit’s services at a...

$300m duo launches Summit-affiliated RIA Mike Halvorsen and Joseph Bates have launched MRK Wealth Advisors in Doylestown, Pa. A father...

To ‘advance the brand’s positioning in the marketplace’ and provide support for financial advisors October 13, 2020 — PARSIPPANY, N.J.–(BUSINESS...

The ex-Hightower, ex-Dynasty recruiter joins Stan Gregor’s early-stage RIA roll-up, with mighty backing and good momentum Ed Friedman is back...

Friedman, also a founding partner of Hightower, has joined Summit Financial as its director of business development and growth. Former...

Stan Gregor is the CEO of Summit Financial, LLC., in Parsippany, N.J., with over 30 years of experience helping clients...

Merchant Investment Management, an RIA investment firm, took a minor equity interest in Parsippany, New Jersey-based RIA Summit Financial. Merchant...