Summit Newsletter – February 2024
Tax Deadline Approaching The 2023 tax season is underway, with the filing deadline approaching on April 15, 2024. […]
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Summit Named in CNBC FA 100 Top Ranked Advisory Firms for 2020
Summit is proud to be a part of the CNBC FA Top 100 Ranked Advisory Firms for a second year in a row! This list celebrates “advisory firms that top the list when it comes to offering comprehensive planning and financial services to help clients navigate their financial lives.”
What makes this list particularly special is that we did not apply or pay to be included, like with most “top financial advisors” rankings. CNBC enlists data provider AccuPoint Solutions to analyze 37,369 Registered Investment Advisors, applying weighted categories to rank the firms and narrow down the list to the top 100. The rankings consider several factors including years in business, number of advisors at the firm, assets under management (AUM), number of states registered, and disclosures.
We are honored to continue to be included on this list and privileged to make a difference in our clients lives every day. https://www.summitfin.com/cnbcdisclosure/
*Please Note: Limitations.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Summit is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Summit did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Summit by any of its clients.
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