10,463 firms

• Summit Financial, LLC

  Parsippany, NJ

  $22.5B AUM

• Summit Global Investments, LLC

  Bountiful, UT

  $2.3B AUM

• Summit Group Retirement Planners, INC.

  Exton, PA

  $302M AUM

• Summit Hill Wealth Management, LLC

  Greenwood Village, CO

  $146M AUM

• Summit Investment Advisory Services

  Roseville, MN

  $746M AUM

• Summit Place Financial Advisors, LLC

  Summit, NJ

  $300M AUM

• Summit Planning Group, INC.

  E. Syracuse, NY

  $111M AUM

• Summit Rock Advisors, LP

  New York, NY

  $26.2B AUM

• Summit Street Capital Management, LLC

  New York, NY

  $757M AUM

• Summit Trail Advisors, LLC

  New York, NY

  $19.9B AUM

• Summit Wealth And Retirement Partners

  Eagle, ID

  $978M AUM

• Summit Wealth Group

  Colorado Springs, CO

  $2.3B AUM

• Summit Wealth Group LLC

  Exeter, NH

  $762M AUM

• Summit Wealth Group, LLC

  Tulsa, OK

  $182M AUM

• Summit Wealth Management Group, INC.

  Camarillo, CA

  $250M AUM

• Summit Wealth Management LLC

  Akron, OH

  $120M AUM

• Summit Wealth Partners, LLC

  Orlando, FL

  $676M AUM

• Summitas Investment Management LLC

  $159M AUM

• Summitpoint Capital Management

  Littleton, CO

  $133M AUM

• Summitry, LLC

  Foster City, CA

  $3.4B AUM

• Sumnicht & Associates, LLC

  Appleton, WI

  $108M AUM

• Sun Group Wealth Partners LLC

  Irvine, CA

  $224M AUM

• Sunbeam Capital Management, LLC

  $410M AUM

• Sunbelt Securities

  Houston, TX

  $2.0B AUM

• Sunburst Financial Group, LLC

  Vestavia Hills, AL

  $808M AUM