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Summit Financial Resources

Finance · New Jersey, United States · 276 Employees

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About

Headquarters

4 Campus Dr Ste 8, Parsippany, New Jersey, 0705...

Phone Number

(973) 285-3600

Revenue

$71.8 Million

Industry

Finance General Finance

Most Recent Scoops

Dec 6 2023
Mergers & Acquisitions (M&A)
Oct 10 2023
Award
Summit Financial Resources has been ranked #38 on the Forbes' list of America's Top RIA Firms.
See all scoops

Highlights

<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

View details

Who is Summit Financial Resources

As an independent wealth management firm for almost 40 years, Summit Financial and its affiliates are proud to continue their legacy of guiding cli ents toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With customized, holistic and hands-on advice, we turn life's aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms.Read more

Summit Financial Resources's Social MediaPopular SearchesSummit Financial Resources IncSummit BankSummit Financial LLCSummit FinancialSummit Financial ResourcesSIC Code 62,621NAICS Code 52,523Show more

Summit Financial Resources Org Chart

Stan Gregor
Stan Gregor

Chairman, Chief Executive Officer and Executi...

PhoneEmail
Brandon Smith
Brandon Smith

Group Director, Integrated Planning

PhoneEmail
Mara Stempler
Mara Stempler

Chief Financial Officer & Vice President

PhoneEmail

PhoneEmail

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Summit Financial Resources financials insights

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Graph showing recent funding, most recent acquisition, and main investor information for Summit Financial Resources.See All Financials Insights

Summit Financial Resources Employee Growth Rate

Graph showing projected employee growth data for Summit Financial Resources

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Summit Financial Resources Tech Stack

A closer look at the technologies used by Summit Financial Resources

WordPress.org

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Automattic
reCAPTCHA

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Google
PHP

By

PHP
Google Universal Analytics

By

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Most Recent Scoops

Dec 6 2023
Mergers & Acquisitions (M&A)
Dec 6 2023
Mergers & Acquisitions (M&A)
Oct 10 2023
Award
Summit Financial Resources has been ranked #38 on the Forbes' list of America's Top RIA Firms.
Award
Sep 20 2022
New Hire
Executive Move
Summit Financial Resources has announced that Kevin Barry has joined the organization as Chief Investment Officer. Previously, Barry served as Chief Investment Officer for Captrust.
Nov 27 2021
Left Company
Executive Move
Eric Hirth, Project Manager, Information Technology, has left the organization and now serves as the Vice President at JPMorgan Chase.
See more scoops

Summit Financial Resources News & Media

  • Summit Financial Adds $470M in Assets, Taking Minority Stakes in BFG Wealth and Canon Capital Wealth Management

    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 that advisors from two firms, BFG Wealth (“BFG”) and Canon Capital Wealth Management (“Canon”) have joined Summit. In addition, Summit’s innovative partnership model Summit Growth Partners (“SGP”) has made a strategic investment in both B
    Sep 24, 2024
    www.businesswire.com

  • Summit Financial Adds Meeder Wealth Management

    PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (“Summit”), a leading architect of advisor success and client satisfaction for more than four decades, in collaboration with Merchant Investment Management (“Merchant”), announced that it has acquired an equity stake of the wealth management arm of Meeder Investment Management (“Meeder”). Meeder’s other business lines (including its Public Funds and Advisory Consulting divisions) are not part of this transaction and will remain part o
    Aug 13, 2024
    www.businesswire.com

  • $1.9B Merrill Lynch California Breakaway Team Joins Summit Financial, Marking the 11th Summit Transaction This Year, Chooses Goldman Sachs as Custodian

    PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (“Summit”), an innovative leading architect of advisor success and client satisfaction for over four decades, today expands its national footprint with the launch of SRM Private Wealth (“SRM”). Headquartered in Pasadena, California, this newly formed independent practice is led by managing partner and private wealth advisor Richard McWhorter, CFP®, CRPC® and is the eleventh firm this year to join Summit Growth Partners (SGP), Summit’s
    Jun 11, 2024
    www.businesswire.com

  • Summit Financial Launches Kyros Private Wealth, Expanding its Independent Partnership Model Nationwide

    PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (“Summit”), a leading architect of advisor success and client satisfaction for over four decades, today announced the launch of Kyros Private Wealth (“Kyros”). Headquartered in Naples, Florida, this newly formed independent practice is led by founding partner and private wealth advisor William E. Clegg IV, CFP®, CIMA. Formerly affiliated with UBS as The Clegg Group, Kyros represents the sixth firm in 2024 to join Summit Growth Partner
    May 15, 2024
    www.businesswire.com

  • Summit Financial Enhances Open-Architecture Private Markets Offering, Supporting Advisors with Suite of High-Net-Worth Services

    PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (“Summit”), a leading architect of advisor success and client satisfaction for over four decades, today announced enhancements to its private markets offering. The augmented approach is now fully set to equip advisors with institutional-quality resources, combining the bespoke service of a boutique firm with the breadth and depth of larger institutional offerings. Its completion is timely, coming at a time when financial advisors and
    Apr 17, 2024
    www.businesswire.com
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Frequently Asked Questions Regarding Summit Financial Resources

Where is Summit Financial Resources located?
Summit Financial Resources's headquarters are located at 4 Campus Dr Ste 8, Parsippany, New Jersey, 07054, United States What is Summit Financial Resources's phone number?
Summit Financial Resources's phone number is (973) 285-3600 What is Summit Financial Resources's official website?
Summit Financial Resources's official website is www.summitfinancial.com What is Summit Financial Resources's Revenue?
Summit Financial Resources's revenue is $71.8 Million What is Summit Financial Resources's SIC code?
Summit Financial Resources's SIC: 62,621 What is Summit Financial Resources's NAICS code?
Summit Financial Resources's NAICS: 52,523 How many employees does Summit Financial Resources have?
Summit Financial Resources has 276 employees What industry does Summit Financial Resources belong to?
Summit Financial Resources is in the industry of: Finance General, Finance What is Summit Financial Resources competition?
Summit Financial Resources top competitors include: The Colony Group, LUTZ, Homrich Berg, Facet Wealth What companies has Summit Financial Resources acquired?
Summit Financial Resources has acquired the companies: Summit Financial Group, WinFirst Bank, Summit Financial Services, Provident State Bank What technology does Summit Financial Resources use?
Some of the popular technologies that Summit Financial Resources uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics Who is the CEO of Summit Financial Resources?
Summit Financial Resources's CEO is Stan Gregor Who is the CFO of Summit Financial Resources?
Summit Financial Resources's CFO is Mara Stempler How do I contact Summit Financial Resources?
Summit Financial Resources contact info: Phone number: (973) 285-3600 Website: www.summitfinancial.com What does Summit Financial Resources do?

As an independent wealth management firm for almost 40 years, Summit Financial and its affiliates are proud to continue their legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With... customized, holistic and hands-on advice, we turn life's aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms.Read More

 What are Summit Financial Resources social media links?
Summit Financial Resources Linkedin page Summit Financial Resources Twitter page Summit Financial Resources Facebook page How much funding has Summit Financial Resources raised to date?
Summit Financial Resources has raised <$5 Million in 1 funding round When was the last funding round for Summit Financial Resources?
Summit Financial Resources closed its last funding round on Apr 27, 2020 with the amount of <$5 Million Is Summit Financial Resources a public company?
Summit Financial Resources is private company therefore does not currently have an official ticker symbol
See more information about Summit Financial Resources

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