RIA giant Summit is closing in on a $20 billion asset milestone, while the New York-based WA looks to extend its Eastern US ...

A Summit spokesperson said the firm has a robust pipeline of signed transactions through the second quarter of 2025, and they expect this year’s activity to be as strong if not stronger than 2024.

Summit empowers entrepreneurial advisors, like Genex, by combining the flexibility of independence with a comprehensive multi-family office ecosystem designed to accelerate professional growth by ...