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Category: News

Summit Financial Continues Growth Trajectory With Two Additional Affiliate Firms Totaling $725M in Assets
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Deals & Recruiting Roundup: Miracle Mile, Carson Group, Summit, Stifel And More
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The Top Financial Advisors in the USA
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Advisors not done with alternatives despite bull run
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Summit Nabs $300M FA Team in Maryland
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Summit Financial Welcomes Oracle Private Wealth Advisors, an All-Woman Advisory Firm, to its Expanding Network
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Summit Financial welcomes $300M female team to innovative partnership program
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Oracle Private Wealth Joins Summit Financial
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2024 Investment Outlook: Three Tips for the New Year
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Wirehouse Liberation: The Economics Of Independence For Advisors
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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)