Your job is to satisfy your clients. Our job is to satisfy you.
All independent firms offer similar products and payouts. What sets Summit apart is service, and our commitment to maintain a culture among our employees to provide the highest standard in personalized service to each of our financial advisors and their clients. At Summit, we recognize that servicing your clients is the most important thing to you, and servicing you, as our client, is the most important thing to us.
The result? A firm that attracts the best financial advisors - and keeps them. With one of the highest advisor retention rates in the industry, Summit provides the ideal platform for independent advisors who want to get the most out of their careers. Whether you wish to be dual-registered or go RIA-only, Summit has a solution to meet your needs