National wealth management firm advances 15 spots based on its growth, technology, and quality of services offered to clients
National wealth management firm advances 15 spots based on its growth, technology, and quality of services offered to clients
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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Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.
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