# Summit Financial

> Summit Financial is a US wealth management and advisor support business. Its SummitVantage platform combines planning and investment expertise with technology, compliance and practice operations. Advisors can affiliate, join a team or pursue an equity partnership through Summit Growth Partners.

- **Founded:** 1982
- **Headquarters:** Parsippany-Troy Hills, United States
- **Products:** SummitVantage, Summit Growth Partners, Financial planning and investment advisory, Professional Strategy Team, Insurance services
- **Notable:** Reported approximately $24 billion in assets at year-end 2025., Ranked No. 35 on Barron’s 2025 Top 100 RIA Firms and No. 31 on Forbes’ 2025 Top RIA Firms. Rankings do not establish investment performance.

## Products & services

- **SummitVantage** — Integrated advisor services covering planning, investments, technology, compliance and business operations.
- **Summit Growth Partners** — Equity partnership model combining upfront monetization, growth capital and platform access.
- **Financial planning and investment advisory** — Portfolio management, retirement and estate planning, investment consulting and related wealth services.
- **Professional Strategy Team** — In-house investment, insurance and planning professionals, including legal and tax specialists supporting financial plans.
- **Insurance services** — Risk assessment, case design and underwriting support through Summit Risk Management.
- **Practice support** — Transition assistance, payroll, hiring, marketing, billing and succession support.

## Achievements

- Reported approximately $24 billion in assets at year-end 2025.
- Ranked No. 35 on Barron’s 2025 Top 100 RIA Firms and No. 31 on Forbes’ 2025 Top RIA Firms. Rankings do not establish investment performance.

## Latest updates

- **2026-08** — Added Kamal Capital Group and M Group Investment Advisor; announced first presence in Georgia and Oregon.
- **2026-03** — Announced partnership with $1.2 billion Signet Financial Management.
- **2026-02** — 2025 recap reported approximately sixfold asset growth since 2020, fourfold revenue growth and more than 525 professionals.
- **2026-02** — Real Estate NJ reported expansion to approximately 42,000 square feet at the Parsippany office park.

## Links

- Website: https://summitfinancial.com/
- LinkedIn: https://www.linkedin.com/company/summit-financialllc/
- YouTube: https://www.youtube.com/@summitfinancialllc
- Facebook: https://facebook.com/pages/Summit-Financial-Resources/200921803255238

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Profile page: https://yespress.io/summit-financial
Published by YesPress — https://yespress.io
Last updated: 2026-10-21