Summit Financial Holdings (“Summit”), a financial services firm for top independent and breakaway advisors, will fuel the launch of Advocus Private Wealth (“Advocus”), an independent advisory team serving athletes, executives, and multi-generational families. Advocus becomes Summit Growth Partners’ 17th investment in less than nine months.

RECENT INSIGHTS

February 2, 2023

Our CEO Stan Gregor was a guest on the DealQuest podcast with Corey Kupfer to discuss how Summit has evolved...

READ MORE
October 25, 2022

2022 Forbes | SHOOK Research America’s Top 100 RIA Firms We are extremely proud to announce that Summit Financial, LLC...

READ MORE
September 28, 2022

2022 Barron’s Top 100 RIA Firms List   We are proud to announce that Summit Financial, LLC has been named...

READ MORE