We are pleased to announce that 8 Summit Financial advisors have been named to the 2023 AdvisorHub “Advisors to Watch” rankings! We are incredibly proud to have these advisors as a part of the Summit family as they continue to grow and elevate their practices.

Ranking participation is open to all firms and advisors. Nominees are required to have a minimum of seven years’ experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, AdvisorHub ranks advisors on three categories: scale, growth, and professionalism.


A big congratulations to these advisors:


Top 100 Under $1 Billion

Joseph W. Spada, CFP® (#52)

David Weinerman (#90)


Top 200 Fast Growing

John LeRoy, CFP ® (#57)

Monish Verma, CRPS® (#61)

Larry Bell (#80)

Brian Snerson, RICP® (#97)


Top Solo Advisors

Christopher Stappas, J.D., CFP® (#19)

Kevin Rex (#71)


FULL LISTS HERE (https://www.advisorhub.com/resources/growing-through-adversity/?utm_content=253765037&utm_medium=social&utm_source=linkedin&hss_channel=lcp-28182184)


About Summit Financial

As an independent financial services firm with legacy business from its predecessor going back 40 years, Summit and its affiliates are proud to continue their vision of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With customized, holistic, and hands-on advice, we help turn life’s aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms.

Summit Financial Holdings, LLC’s affiliated firms include, but are not limited to, Summit Financial, LLC, Summit Risk Management, LLC, Summit Advisory Services, LLC, Summit Services IT, LLC, and Summit Growth Partners, LLC.


April 18, 2024

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

February 5, 2024

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

January 18, 2024

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