Adeptus Competitors

Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings 3, LLC is a majority owner of Summit Financial Holdings, LLC.

ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and real assets. Our local market capabilities serve clients in the U.S., U.K., Canada and Australia. The firm manages more than $200 billion (as of September 30, 2025). ClearBridge manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world’s largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals. As Franklin Templeton’s largest equity specialist, ClearBridge operates with investment autonomy from headquarters in New York and offices in Baltimore, Calgary, Edinburgh, Fort Lauderdale, Leeds, London, Melbourne, and Sydney.

All at the same table. All on your side. At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management. We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs. As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together. Let us help you worry-free planning for a secure tomorrow with services including: - Wealth Management - Trust Management - Corporate Trusts - Company Retirement Plans - Wealth Collaboration - Institutional Investing Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.