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Articles published by Summit Financial

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Summit Financial Expands National RIA Network With Minority Investment in Ivy Wealth Management
From Summit Financial
Via Business Wire
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Summit Growth Partners 5th Annual Summit Unites Entrepreneurial RIAs Building ‘Top Gun’ Firms
From Summit Financial
Via Business Wire
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Summit Financial Urges Advisors to Prioritize Partner Alignment as More Investors Pursue RIA Minority Purchases
From Summit Financial
Via Business Wire
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Summit Financial Climbs to No. 35 on Barron’s 2025 Top 100 RIA Firms
From Summit Financial
Via Business Wire
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Summit Financial Enhances AI-Driven Advisor Growth Platform, Extends Innovation Leadership to Better Serve Clients
From Summit Financial
Via Business Wire
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Summit Financial Fuels Rapid National Growth with Investments in Four Advisory Firms Managing a Combined $1.2B in Client Assets
From Summit Financial
Via Business Wire
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Summit Financial Bolsters Partnership Network with Acquisition Stake in Parsons Broach Financial Services
From Summit Financial
Via Business Wire
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Summit Financial Names Joseph Spada, CFP® its 2024 Leading Financial Advisor, Marking 27-Year Streak of Excellence
From Summit Financial
Via Business Wire
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Summit Financial Strengthens Growth Momentum With Investment in $830M Gateway Advisory
From Summit Financial
Via Business Wire
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Summit Financial Accelerates Strategic Growth With Stake in $700M Genex Consulting Partnership
From Summit Financial
Via Business Wire
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Summit Financial Closes 2024 with 18 Strategic Investments and $8 Billion In Added Assets
From Summit Financial
Via Business Wire
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Summit Financial Finishes 2024 Strong with Minority Stake in Gordon Asset Management, Representing Over $1.3 Billion in Combined Advisory and Retirement Plan Assets
From Summit Financial
Via Business Wire
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Summit Financial Accelerates Rapid-Fire Expansion With $550M Acquisition of Midway Wealth Partners
From Summit Financial
Via Business Wire
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Summit Financial Continues to Surge Forward with $420M Asset Acquisition in Three Leading Advisory Firms
From Summit Financial
Via Business Wire
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Summit Financial Adds $470M in Assets, Taking Minority Stakes in BFG Wealth and Canon Capital Wealth Management
From Summit Financial
Via Business Wire
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Summit Financial Appoints Kevin Barry as Chief Investment Officer
From Summit Financial
Via Business Wire
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Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
From Summit Financial
Via Business Wire
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