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Articles published by Summit Financial

Summit Financial Urges Advisors to Prioritize Partner Alignment as More Investors Pursue RIA Minority Purchases
From Summit Financial
Via Business Wire
Summit Financial Climbs to No. 35 on Barron’s 2025 Top 100 RIA Firms
From Summit Financial
Via Business Wire
Summit Financial Enhances AI-Driven Advisor Growth Platform, Extends Innovation Leadership to Better Serve Clients
From Summit Financial
Via Business Wire
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
Summit Financial Bolsters Partnership Network with Acquisition Stake in Parsons Broach Financial Services
From Summit Financial
Via Business Wire
Summit Financial Names Joseph Spada, CFP® its 2024 Leading Financial Advisor, Marking 27-Year Streak of Excellence
From Summit Financial
Via Business Wire
Summit Financial Strengthens Growth Momentum With Investment in $830M Gateway Advisory
From Summit Financial
Via Business Wire
Summit Financial Accelerates Strategic Growth With Stake in $700M Genex Consulting Partnership
From Summit Financial
Via Business Wire
Summit Financial Closes 2024 with 18 Strategic Investments and $8 Billion In Added Assets
From Summit Financial
Via 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
From Summit Financial
Via Business Wire
Summit Financial Accelerates Rapid-Fire Expansion With $550M Acquisition of Midway Wealth Partners
From Summit Financial
Via Business Wire
Summit Financial Continues to Surge Forward with $420M Asset Acquisition in Three Leading Advisory Firms
From Summit Financial
Via Business Wire
Summit Financial Adds $470M in Assets, Taking Minority Stakes in BFG Wealth and Canon Capital Wealth Management
From Summit Financial
Via Business Wire
Summit Financial Appoints Kevin Barry as Chief Investment Officer
From Summit Financial
Via Business Wire
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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