Proud to share that Summit Financial has been named to USA TODAY and Statista’s 2026 Best Financial Advisory Firms, ranking #35 overall and #17 in the $5B+ AUM category.

 

View the full ranking & methodology: https://lnkd.in/ebuKNZBh. Neither Statistica or USA Today received compensation in exchange for placement on the ranking. Based on data as of 2/11/2026 and awarded in April 2026.

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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