We are extremely proud to announce that Summit Financial, LLC has been ranked #52 in the Barron's ranking of America’s Top 100 RIA firms.
This annual ranking is based on data with the ﬁrms and with regulatory databases and then Barron's applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories they do multiple sub calculations.
We could not have achieved this distinct honor without the support of our clients and partners who place their confidence in us every day. We sincerely thank you.
Ranking awarded in September 2023 based on data as of 3/31/2023. Barron's does not receive a fee in exchange for rankings.
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.