Our CEO Stan Gregor was a guest on the DealQuest podcast with Corey Kupfer to discuss how Summit has evolved and stands out in meeting the needs of advisors seeking independence.

Click here to listen to Episode 219: M&A Talk with Leading RIA Aggregators and Integrators: Stan Gregor of Summit Financial

RECENT INSIGHTS

February 5, 2024

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

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January 18, 2024

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

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January 10, 2024

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

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