The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

99. Summit Financial Strategies

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Summit Financial Strategies, based in Columbus, OH, is ranked No. 99 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.7B

Years in Business: 27

Accounts Under Management: 874

Previous appearances on FA 100 List: 3 (No. 91 in 2021)

Principals:

Samantha Macchia, President & Chief Executive Officer

Liam Hurley, Chief Investment Officer

Contact:

summitfin.com

4111 Worth Avenue, Suite 510, Columbus, OH 43219

(614) 885-1115