• About
  • Team
  • Executive Team
  • Professional Strategy Team
  • News & Insights
  • News
  • Investment Insights
  • Planning Insights
  • Summit Stories
  • Advisor Solutions
  • Breakaway Advisors
  • Independent Advisors
  • Summit Growth Partners
  • Insurance Professionals
  • SummitVantageTM
  • Client Solutions
  • Client Login
  • Contact
×

Category: News

Summit Financial: Majority of Minority
READ MORE
Advisors reassess their alt stakes after loading up
READ MORE
Ameriprise Team Managing $530 Million Shifts to Summit Financial
READ MORE
RIA Summit Financial continues growth push
READ MORE
Summit Financial Hits $10B in Assets With 2 Acquisitions
READ MORE
Summit Financial Continues Growth Trajectory With Two Additional Affiliate Firms Totaling $725M in Assets
READ MORE
Summit Financial Continues Growth Trajectory With Two Additional Affiliate Firms Totaling $725M in Assets
READ MORE
Deals & Recruiting Roundup: Miracle Mile, Carson Group, Summit, Stifel And More
READ MORE
The Top Financial Advisors in the USA
READ MORE
Advisors not done with alternatives despite bull run
READ MORE

Elevate Your Experience

GET STARTED
  • Copyright 2021 Summit Financial Holdings, LLC
  • Form CRS
  • Form ADV 2A
  • Disclosure
  • IAPD
  • Wrap Free Program Brochure
  • Privacy Notice
  • BCP

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)