Summit Trail Advisors (“Summit Trail”), a leading ultra-high-net-worth (UHNW)-focused independent registered investment advisor, today announced that the firm has once again been recognized by Barron’s as one of the Top 100 RIA firms in the country.
“Summit Trail was intentionally designed for UHNW clients whose complex financial needs have outgrown traditional wealth management,” said Jack Petersen, Co-Founder and Managing Partner of Summit Trail. “This recognition reflects the enduring relationships we’ve built with our clients and our team’s unwavering dedication to deliver an elevated client experience. As trusted fiduciaries, we remain focused on enhancing the opportunities and simplifying the complexities that accompany our clients’ generational wealth.”
The 2025 list of Top 100 RIA Firms ranks independent advisory firms based on criteria such as assets under management, growth, technology investment, succession planning and other metrics. Additional details about Barron’s 2025 Top 100 RIA Firms can be found here.
About Summit Trail Advisors
Summit Trail Advisors is an independent fiduciary designed and built for ultra-high net worth clients whose complex financial needs have outgrown traditional wealth management. We serve as the outsourced family office and CIO for our clients and partner with them to guide their generational wealth. Now a select network of clients, business partners, and colleagues collaborating on better ideas and solutions, we have the scale to leverage best practices and drive pricing power for our clients, while still creating highly personalized solutions. Founded in 2015, Summit Trail has 10 offices nationally with headquarters in New York and over $26 billion in AUM. For more information, please visit http://summittrail.com.
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Contacts
Profile Advisors
Rachel Goun
summittrail@profileadvisors.com
