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 deliver family office-level services and drive business growth, announced it has been named to the prestigious Barron’s Top 100 RIA Firms list for a fourth consecutive year. Summit advanced 15 spots to No. 35 from last year, earning recognition for growth, quality of practice, and other key metrics.

Independent Recognition by Barron’s

The Barron’s Top 100 RIA Firms ranking, now in its 10th year, highlights the nation’s leading independent registered investment advisors. Barron’s editors said the goal of the rankings program is to spotlight top advisors “with an eye toward raising standards in the industry.”

Participation by advisory firms in the program is voluntary. Summit Financial did not pay a fee to obtain or use these rankings. Learn more about Barron’s methodology here.

CEO Commentary

“We are grateful to our partners, advisors, and clients for the trust and confidence they have placed in us, helping Summit once again to be recognized as a Top 100 firm by Barron’s,” said Stan Gregor, Chairman and Chief Executive, Summit Financial. “Though we’re proud of our continued growth and expanded reach, we are more excited about how greater scale expands our ability to deliver the superior investing solutions, technology, and family-office-style services that can help clients achieve better financial outcomes.”

Summit’s Growth and Expansion

Since 2020, Summit has increased assets under administration fivefold to $23 billion and expanded its national network to 150 financial advisors in offices across 23 states serving nearly 13,000 households. In addition to completing acquisitions, minority-stake partnerships, and advisor tuck-ins, Summit has generated strong organic growth by offering an integrated suite of wealth management, investment, and financial planning services tailored to client needs.

News at a Glance

• Summit Financial ranked No. 35 on the Barron’s 2025 Top 100 RIA Firms list, its fourth consecutive year to be recognized.
• The firm climbed 15 spots from No. 50 in 2024, based on its rapid growth, technology, and family-office services.
• Since 2020, Summit has grown assets under administration fivefold to $23 billion and expanded to 150 advisors in offices across 23 states.
• CEO Stan Gregor highlighted the firm’s commitment to delivering enhanced wealth management and family-office solutions that improve client outcomes.
• Barron’s industry rankings, now in their 10th year, evaluate RIAs on asset growth, revenue, quality of practice, and other key metrics.

ABOUT SUMMIT FINANCIAL

Summit Financial (“Summit”) is a preeminent investment advisory firm with over 40 years of experience helping advisors elevate their businesses and deliver exceptional client experiences. Built by advisors for advisors, Summit champions independence while providing the tools, capital, and resources needed to achieve growth and success.

Summit Financial, LLC, an SEC-registered investment adviser (“RIA”) established in November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business. Summit Financial, LLC, is wholly owned by Summit Financial Holdings, LLC ("SFH"), which is owned by Stanley Gregor and Merchant Wealth Management Holdings 3, LLC (“MWMH”). MWMH is wholly owned by Merchant Wealth Partners, LLC, which is wholly owned by Merchant Investment Management, LLC. Minority investments are made by SFH.

A 2024 Forbes|SHOOK and Barron’s Top 100 RIA Firm, Summit is deeply committed to its founding principles of independence and powerful financial planning. Interested advisors and firm leaders can learn more about Summit’s all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology—known as the SummitVantage™—at www.summitfinancial.com.

Forbes|SHOOK (October 2024) America’s Top RIA Firms and Barron's 2025 Top 100 RIA Firms (Sept. 15, 2025). Rankings were determined based on proprietary evaluation processes conducted by Forbes|SHOOK and Barron’s. Summit Financial, LLC, did not pay a fee to obtain or use these rankings.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250918636036/en/

National wealth management firm advances 15 spots based on its growth, technology, and quality of services offered to clients