Summit Financial

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Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings, LLC, an affiliate of Merchant Investment Management, LLC, owns a minority, non-controlling interest in SF.

Company Details

Employees
293
Founded
-
Address
4 Campus Drive, Parsippany,nj 07054,united States
Phone
973-285-3600
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Parsippany.
HQ
Parsippany, NJ
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News

Summit Financial Urges Advisors to Prioritize Partner Alignment as More Investors Pursue RIA Minority Purchases - Business Wire

Summit Financial Urges Advisors to Prioritize Partner Alignment as More Investors Pursue RIA Minority Purchases Business Wire

Summit Financial Enhances AI-Driven Advisor Growth Platform, Extends Innovation Leadership to Better Serve Clients - AdvisorHub

Summit Financial Enhances AI-Driven Advisor Growth Platform, Extends Innovation Leadership to Better Serve Clients AdvisorHub

Summit Financial Climbs to No. 35 on Barron’s 2025 Top 100 RIA Firms - The AI Journal

Summit Financial Climbs to No. 35 on Barron’s 2025 Top 100 RIA Firms The AI Journal

Summit Growth Partners 5th Annual Summit Unites Entrepreneurial RIAs Building ‘Top Gun’ Firms - Business Wire

Summit Growth Partners 5th Annual Summit Unites Entrepreneurial RIAs Building ‘Top Gun’ Firms Business Wire

Pontera and Summit Financial Partner to Help Advisors Enhance Retirement Outcomes and Build Trust - PR Newswire

Pontera and Summit Financial Partner to Help Advisors Enhance Retirement Outcomes and Build Trust PR Newswire

Stan Gregor - InvestmentNews

Stan Gregor InvestmentNews

Summit Financial Enhances Open-Architecture Private Markets Offering, Supporting Advisors with Suite of High-Net-Worth Services - AdvisorHub

Summit Financial Enhances Open-Architecture Private Markets Offering, Supporting Advisors with Suite of High-Net-Worth Services AdvisorHub

Summit Financial Bolsters Partnership Network with Acquisition Stake in Parsons Broach Financial Services - Business Wire

Summit Financial Bolsters Partnership Network with Acquisition Stake in Parsons Broach Financial Services Business Wire

Summit Financial Welcomes Lifetime Wealth Management to its Expanding Advisor Community - AdvisorHub

Summit Financial Welcomes Lifetime Wealth Management to its Expanding Advisor Community AdvisorHub

Summit Financial Fuels Rapid National Growth with Investments in Four Advisory Firms Managing a Combined $1.2B in Client Assets - Business Wire

Summit Financial Fuels Rapid National Growth with Investments in Four Advisory Firms Managing a Combined $1.2B in Client Assets Business Wire

Summit Financial Strengthens Growth Momentum With Investment in $830M Gateway Advisory - Business Wire

Summit Financial Strengthens Growth Momentum With Investment in $830M Gateway Advisory Business Wire

Summit Financial Closes 2024 with 18 Strategic Investments and $8 Billion In Added Assets - Business Wire

Summit Financial Closes 2024 with 18 Strategic Investments and $8 Billion In Added Assets Business Wire

Summit Financial Accelerates Strategic Growth With Stake in $700M Genex Consulting Partnership - Business Wire

Summit Financial Accelerates Strategic Growth With Stake in $700M Genex Consulting Partnership Business Wire

Summit Financial Accelerates Rapid-Fire Expansion With $550M Acquisition of Midway Wealth Partners - Business Wire

Summit Financial Accelerates Rapid-Fire Expansion With $550M Acquisition of Midway Wealth Partners Business Wire

Summit Financial Finishes 2024 Strong with Minority Stake in Gordon Asset Management, Representing Over $1.3 Billion in Combined Advisory and Retirement Plan Assets - Business Wire

Summit Financial Finishes 2024 Strong with Minority Stake in Gordon Asset Management, Representing Over $1.3 Billion in Combined Advisory and Retirement Plan Assets Business Wire

Summit Financial Continues to Surge Forward with $420M Asset Acquisition in Three Leading Advisory Firms - Business Wire

Summit Financial Continues to Surge Forward with $420M Asset Acquisition in Three Leading Advisory Firms Business Wire

Summit Financial Adds $470M in Assets, Taking Minority Stakes in BFG Wealth and Canon Capital Wealth Management - Business Wire

Summit Financial Adds $470M in Assets, Taking Minority Stakes in BFG Wealth and Canon Capital Wealth Management Business Wire

Summit Financial Adds Meeder Wealth Management - Business Wire

Summit Financial Adds Meeder Wealth Management Business Wire

Summit Financial Launches Kyros Private Wealth, Expanding its Independent Partnership Model Nationwide - Business Wire

Summit Financial Launches Kyros Private Wealth, Expanding its Independent Partnership Model Nationwide Business Wire

Summit Financial Continues Growth Trajectory With Two Additional Affiliate Firms Totaling $725M in Assets - Business Wire

Summit Financial Continues Growth Trajectory With Two Additional Affiliate Firms Totaling $725M in Assets Business Wire

$1.9B Merrill Lynch California Breakaway Team Joins Summit Financial, Marking the 11 - Business Wire

$1.9B Merrill Lynch California Breakaway Team Joins Summit Financial, Marking the 11 Business Wire

Summit Financial Welcomes Oracle Private Wealth Advisors, an All-Woman Advisory Firm, to its Expanding Network - Business Wire

Summit Financial Welcomes Oracle Private Wealth Advisors, an All-Woman Advisory Firm, to its Expanding Network Business Wire

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration - citybiz

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration citybiz

Jenna Bloomgarden Named Director Of Marketing And Advisor Development at Summit Financial - lifehealth.com

Jenna Bloomgarden Named Director Of Marketing And Advisor Development at Summit Financial lifehealth.com

These Are the Top Wealth Managers in Westchester in 2023 - Westchester Magazine

These Are the Top Wealth Managers in Westchester in 2023 Westchester Magazine

Summit Financial Launches SummitVantage - lifehealth.com

Summit Financial Launches SummitVantage lifehealth.com

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