We are proud to congratulate our Summit advisors for being named to Forbes’ Best-In-State Wealth Advisors list. They represent the very best of Summit and exemplify what makes our firm one of the most talked-about RIAs in the industry.

The exceptional quality of our advisors, unwavering dedication to clients, and strong support resources consistently set Summit apart in a competitive landscape. Each of them personifies that differentiation, and it’s exactly what makes us Summit Strong.

RECENT INSIGHTS

August 4, 2026

What great leadership really looks like in practice.

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August 4, 2026

Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...

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August 4, 2026

Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.

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