We are extremely honored to announce that for the second consecutive year Summit Financial, LLC has been recognized in the Forbes | SHOOK Research ranking of America’s Top RIA firms in 2023, coming in at #38 in the entire country.
We could not have achieved this distinct achievement without the trust and support of our clients and partners who drive us to continuously strive for excellence every day. We sincerely thank you.
This is their 2nd annual ranking of independent advisory companies and is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Ranking awarded in October 2023 based on data as of 12/31/2022.
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.
