Summit Named to CNBC FA 100 Top Ranked Advisory Firms and Webinar Reminder

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.


Webinar Registration Reminder

Don’t forget to register for our client webinar on Monday, October 12, 2020 at 4 PM!   We will be joined by Apollo Lepesco, PhD who will provide insights on the upcoming elections, fiscal response to the pandemic, and keeping a long-term investment philosophy during unprecedented global events.

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