Centered on You

At Summit, we recognize that servicing clients is the most important thing our financial advisors do, while servicing our financial advisor is the most important thing we do. That is why our advisors have rated us the #1 ranked independent broker-dealer in the country.

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ADVANCING WHAT'S NEXT

Get Ready for DOL


Take our DOL iQuantify online readiness assessment to define your at-risk revenue and access a personalized learning path to help you prepare for the rule.

We want you to do more than survive, we want you to thrive with what’s coming next.


Take the Assessment

Summit Is Ready For What's Next. Are You?

Bigger Dreams

Your clients have goals, so do you. We support your freedom to do both with the tools and resources you need.

Bolder Ideas

Innovation is the path that will take your practice to the next level. We never stop supplying it.

Better Solutions

It takes foresight and forward thinking to solve for problems that don't exist yet. We get you ready for what's next.