Summit Financial Group, Inc.

SMMF

Market cap $377M

PARSIPPANY, N.J.--(BUSINESS WIRE)--As a wave of private equity investors floods the wealth management space pursuing acquisitions, Summit Financial, a $23 billion wealth management firm dedicated to empowering RIA growth, says advisors considering selling a minority stake to unlock growth must take care to find a buyer that shares their long-term goals and values. Amid a sweeping wave of mergers and acquisitions, minority purchases are increasingly popular among independent advisors. Echelon Pa.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial climbed 15 spots to No. 35 on the Barron's 2025 Top 100 RIA Firms list.

CLEVELAND--(BUSINESS WIRE)--MAI Capital Management (“MAI”) announced the acquisition of Summit Financial Advisors, LLC (“Summit”).

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm empowering advisors to deliver family office services and optimize business growth, today announced the addition of eight wealthtech tools to its integrated technology ecosystem as well as plans for ongoing exploration of new, innovative solutions. These latest tools — spanning the spectrum of AI-powered lead generation, digital marketing automation, client service technology, and M&A oppor.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm empowering advisors to deliver family office services and optimize growth, in collaboration with Merchant Investment Management, LLC ("Merchant"), has announced strategic investments in four new partner firms – Crow Financial Advisors, Everest Consultants, Heritage Wealth Partners, and LPF Advisors. These additions highlight the strength of the Summit-Merchant partnership, which continues to fu.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm empowering financial advisors to optimize business growth and deliver sophisticated family office services, announced an investment in Parsons Broach Financial Services (“Parsons Broach”) to further accelerate its growth momentum. Summit made the strategic investment through its innovative partnership model, Summit Growth Partners. Since early 2024, Summit has invested in 26 firms led by growth.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, LLC (“Summit”), a preeminent investment advisory firm with over 40 years of experience providing market-leading technology, financial planning, insurance and wealth management services that help clients achieve their financial goals, today announced that Joseph Spada, CFP® has been named the firm's 2024 Leading Financial Advisor for an unprecedented 27th consecutive year. Spada's consistent recognition as a leading financial advisor reflects.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today announced Gateway Advisory (“Gateway”) is the latest firm to join its expanding network. This marks Summit's 21st strategic investment since the start of 2024, reinforcing its status as a premier partner for forward-thinking advisory firms seeking.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm, in collaboration with Merchant Investment Management, LLC ("Merchant"), today announced that Genex Consulting ("Genex") has joined its network, marking Summit's first investment of 2025. This collaboration highlights the strength of the Summit-Merchant partnership as they take a stake in Genex, a $700 million wealth management firm. As Summit approaches $20 billion in assets under advisement,.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with more than 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today celebrates one of its best years ever. Approaching $20 billion in assets under advisement entering Q1 2025, Summit achieved 70% year-over-year growth. The firm executed 18 precision-targeted investments while strategically expanding its workfo.