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SUMMIT FINANCIAL, LLC
CRD 299322 · SEC 801-114377
4 CAMPUS DRIVE, PARSIPPANY, NJ, 07054, United States
Phone
973-285-3600
Fax
973-285-3690
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$22.47B
Discretionary AUM
$12.24B
Team
490 total employees; 216 advisory reps; 59 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13243 | $5.92B |
| High net worth individuals | 2417 | $14.04B |
| Pension/profit sharing plans | 452 | $2.46B |
| Charitable organizations | 4 | $14.6M |
| Corporations/business entities | 21 | $38.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://radianceprivatewealth.com/
- https://www.rethinkiwm.com/
- https://www.linkedin.com/company/midway-wealth/
- https://www.linkedin.com/company/salvo-wealth-group/
- https://www.linkedin.com/company/silvertree-llc/
- https://twitter.com/Summit_Finan/
- https://www.linkedin.com/company/srm-private-wealth/posts/?feedView=all
- https://www.linkedin.com/company/the-jaskol-group/
- https://www.linkedin.com/company/radiance-private-wealth/
- https://www.midwaywealthpartners.com/
- https://mrkwealthadvisors.com/
- http://www.nationalwealthadvisorsinc.com
- https://www.linkedin.com/company/summit-financialllc/
- https://www.nolanwealth.com/
- https://www.oraclepw.com/
- https://www.linkedin.com/in/marissa-digital-nomad/
- https://www.youtube.com/@SummitFinancialLLC
- http://www.summitfinancial.com
- https://www.linkedin.com/company/wealthqb/
- https://www.linkedin.com/company/grandviewsquarefinancial/?viewAsMember=true
- https://www.wealthqb.com/
- https://www.linkedin.com/company/glpw/
- https://www.linkedin.com/company/kyrosprivatewealth/
- https://www.linkedin.com/company/meederwealthmanagement/
- https://canonwealth.com/
- https://www.conwaywealth.com/
- https://douglasroyceadvisory.com/
- https://grandviewsquare.com/
- https://greatlakesprivatewealth.com/
- https://kyrospw.com/
- https://www.lwm.us.com/
- https://meederwealth.com/
- https://www.essexwmg.com/
- https://gphadvisors.com/
- https://gatewayadvisory.com/
- https://www.genexstl.com/
- https://parsonsbroachfs.com/
- https://silvertreeplan.com/
- https://www.linkedin.com/in/a-shap-invest/
- https://www.youtube.com/channel/UCl2MKohov96lWEotfiN3nBw
- https://www.linkedin.com/in/rethinkwealth/
- https://www.linkedin.com/in/fiduciarystandard/
- https://www.claritycapitalllc.com/
- https://twitter.com/conwaywealth
- https://www.myctplanner.com/
- https://www.michaelaloi.com
- http://dulworth.com/
- https://globalfinancialpartners.net
- http://www.planwithm.com/
- https://phillipsfinancialstrategies.com/
- https://signetfm.com/
- https://www.signetswfl.com/
- https://mysentinelwealth.com
- https://www.salvowealthgroup.com/
- https://www.sefgroup.com/
- https://srmprivatewealth.com/
- https://www.linkedin.com/company/canonwealth/
- https://tanistry.com/home
- https://www.linkedin.com/company/conway-wealth/
- https://www.linkedin.com/company/essex-wealth-management/
- https://www.askjaskol.com/
- https://thepcg.com/
- https://vardhanwealth.com/
- https://wealthplanadv.com/
- https://jspada.com/
- https://www.leroywealth.com/
- https://www.lpfadvisors.com/
- https://www.lpwmgroup.com/
- https://www.hwp-oh.com/
- https://everestconsultants.net/
- https://www.linkedin.com/company/argosy-wealth-management/
- https://www.ivywealth.net
- https://www.facebook.com/conwaywealthgroup/
- https://www.linkedin.com/in/fiduciarystandard/
- https://www.linkedin.com/in/executivewealth/
- https://www.linkedin.com/in/helpingphysicians/
- https://www.youtube.com/channel/UCyrqUdKBX4n-JkpUgUfx7Jw
- https://www.facebook.com/profile.php?id=61572602631358
- https://advocuspw.com/
- https://www.emangold.com/
- https://armstrongadvisorssfr.com/
- https://bfgwealth.net/
- https://www.bradwerner.com/
- https://www.youtube.com/user/ConwayWealthGroup
- https://www.linkedin.com/company/vardhanwealth/
- https://www.linkedin.com/company/wealthplanadvantage/
- https://www.lbellwealth.com/
- https://www.stappas.summitfinancial.com/
- https://michaelaloi.com/
- https://weinermanwealth.com/
- https://www.davidchepauskas.com/
- https://www.linkedin.com/company/advocuspw/
- https://www.linkedin.com/company/bfg-wealth/
- https://www.linkedin.com/company/brad-werner-company/about/
- https://www.linkedin.com/company/garrett-perkins-horton/
- https://www.linkedin.com/company/gateway-advisory-llc/
- https://www.linkedin.com/company/genex-consulting-stl/
- https://www.linkedin.com/company/mrk-wealth-advisors/
- https://www.linkedin.com/company/oracle-private-wealth-advisors/
- https://www.linkedin.com/company/parsons-broach-financial-services/
Official SEC filing: View on IAPD