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Category: News

Summit Financial Earns Spot of Forbes Top RIA Firms List for Second Consecutive Year
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Summit Financial Named to Barron’s 2023 Top RIA List
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When Equity Is Not Equitable
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Summit Financial Welcomes Lifetime Wealth Management to its Expanding Advisor Community
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Eight Summit Financial Advisors Named to the 2023 AdvisorHub ‘Advisors to Watch’ List
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Former Wells Fargo Team Goes Independent With Summit Financial
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$400m Wells Fargo Team Goes Independent With Summit
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CEO Stan Gregor on AdvisorHub Podcast
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CEO Stan Gregor on DealQuest Podcast
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2022 Forbes | SHOOK Research America’s Top 100 RIA Firms
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Summit Financial, LLC, an SEC registered investment advisor firm, established in November 2018 is a wholly owned subsidiary of Summit Financial Holdings and is the successor firm of all the legacy investment advisory and financial planning business of Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983)