The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

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)

Principals:

Samantha Macchia, President

Liam Hurley, Chief Investment Officer

Contact:

summitfin.com

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

(614) 885-1115