×

We are pleased to announce Summit Financial LLC has been ranked in Forbes America's Top RIA Firms. 

BACK TO NEWS & INSIGHTS

RECENT INSIGHTS

August 4, 2026
23 of the biggest misconceptions about leadership

What great leadership really looks like in practice.

Read More
August 4, 2026
Summit Adds Merrill, LPL Brokers With $520M Combined

Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...

Read More
August 4, 2026
Summit Financial Adds $520M in Assets Through Partnerships With Kamal Capital Group and M Group Investment Advisor

Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.

Read More