The CNBC FA 100 celebrates the advisory firms that top the list in 2020 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2020 LIST

89. Summit Financial Strategies

Summit Financial Strategies, based in Columbus, Ohio, is ranked No. 89 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 75 on last year's CNBC FA 100 list.

Total AUM: $1.3B+ (AccuPoint Solutions)

Years in Business: 21 (AccuPoint Solutions)

Accounts Under Management: 4,213 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 75 in 2019)


Samantha Macchia, President

Liam Hurley, Vice President


7965 N. High Street, Suite 350, Columbus, OH 43235-8446

(614) 885-1115