Crow Financial, Everest Consultants, Heritage Wealth Partners, and LPF Advisors join Summit’s expanding network to enhance client solutions, drive innovation, and boost growth. The four partner firms, ...

Summit Financial has expanded its national network with investments in four advisory firms managing a combined $1.2 billion in client assets, the company announced Monday. The new partner firms – Crow ...

Summit Financial, the $20 billion New Jersey-based RIA backed by Merchant Investment Management, has added four new advisory teams. The four groups span the country and collectively total $1.2 billion ...

Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, has taken minority stakes in Parsons Broach Financial Services, a Montgomery, Ala.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that ...

National wealth management firm advances 15 spots based on its growth, technology, and quality of services offered to clients Summit Financial, a national wealth management firm empowering advisors to ...