The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2021 LIST

91. Summit Financial Strategies

Summit Financial Strategies, based in Columbus, OH, is ranked No. 91 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.5B+

Years in Business: 26

Accounts Under Management: 850

Previous appearances on FA 100 List: 2 (No. 89 in 2020)


Samantha Macchia, President

Liam Hurley, Chief Investment Officer


7965 N. High Street, Suite 350, Columbus, OH 43230

(614) 885-1115