Business Wire

Summit Financial Fuels Rapid National Growth with Investments in Four Advisory Firms Managing a Combined $1.2B in Client Assets

Crow Financial, Everest Consultants, Heritage Wealth Partners, and LPF Advisors join Summit’s expanding network to enhance client solutions, drive innovation, and boost growth. The four partner firms, ...
Financial Advisor

Summit Invests In 4 Firms Managing $1.2B In Client Assets

Summit Financial has made strategic investments in four advisory firms that collectively manage more than $1.2 billion in client assets. Parsippany, N.J.-based Summit made the deals in collaboration ...
Seeking Alpha

Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model

DALLAS, Aug. 22, 2023 (GLOBE NEWSWIRE) -- Avantax ®, a leader in tax-focused financial planning and wealth management, has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth ...
Financial Advisor

Summit Takes Minority Stakes In 2 RIAs With $470M AUM

New Jersey RIA Summit Financial has taken minority stakes in two RIAs in Oklahoma and Pennsylvania with a combined $470 million in assets under management, according to a press release. With these ...
MarketWatch

Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today a definitive agreement to acquire Summit Wealth ...