ABOUT US
Summit offers a unique culture and is truly a firm that values you and your family.
GROW YOUR BUSINESS
Growing our advisors’ businesses has always been the foundation of Summit’s mission.
TRANSITION SUPPORT
After hundreds of transitions, we know how to make it a business-building activity.
SERVICE THAT PLACES YOU ABOVE ALL ELSE
All independent organizations provide similar payouts and investment products. The real difference is the firm’s culture, especially as it pertains to the level and quality of service provided to the firm’s advisors. At Summit, we recognize that servicing your clients is the most important thing you do, and servicing you is the most important thing we do.
350+
Financial Professionals
20 B
IN ASSETS
65
HOME OFFICE EMPLOYEES
200+
OFFICES NATIONWIDE
45
STATES
Our Mission
At Summit, our mission is clear and unequivocal: To treat our financial professionals as our customers and to provide them with the same level of service and support that they provide to their clients in a way that makes them want to call Summit their home.
What Are Summit’s Advisors Saying About Our Culture?
“Summit offers the personal touch of an exclusive boutique organization, coupled with the resources and services of the largest firms in the industry.”