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Summit scores $1.9B advisor from Merrill Lynch
Focused on the sports and entertainment industry, the veteran advisor in California has pushed the RIA’s new assets past the $5B mark.
Summit strengthens Southwest presence with $370M UBS team
The RIA is bolstering its partnership model as it helps the breakaway team, led by a 25-year veteran, launch their own high-net-worth firm.
Summit sharpens HNW focus with souped-up alts platform
RIA unveils partnerships with leading tech and alts providers to arm advisors with a range of alternative investment options.
RIA Summit Financial continues growth push
Independent advisor platform adds $725 million in assets with two new affiliate firms.
