Summit Financial is honored to be ranked #12 on AdvisorHub’s “RIA Firms to Watch (Mid-sized)” list!

View the full ranking and methodology here: https://lnkd.in/eKK46NTf
Summit Financial did not pay a fee in exchange for the ranking. Based on data from public filings ending 12/31/2024.

RECENT INSIGHTS

August 4, 2026

What great leadership really looks like in practice.

Read More
August 4, 2026

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

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

Read More