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.

FULL LINK HERE

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.

RECENT INSIGHTS

April 18, 2024

Addition of integrated, alternative investment solutions to help advisors attract and retain high-net-worth clients, further strengthening their competitive edge

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February 5, 2024

We’re excited to announce the addition of Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company to our...

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January 18, 2024

Baltimore County-based $300 million multi-family office joins Summit Financial to utilize its scale, resources, and integrated technology platform

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