CMB Group Competitors

Prime Advisors, Inc. is a fixed income asset manager focused primarily on providing tax-efficient, customized investment solutions for insurance companies and other institutional clients. The firm combines tax and cash flow modeling tools with investment and trading expertise to deliver on each client’s specific needs. In 2015, Prime Advisors, Inc. was acquired by Sun Life Financial.

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.

Harbor View Advisors combines investment banking and strategic consulting to help middle-market companies and investors move confidently toward what’s next. We work with founders early in the exit-planning process, shape strategies aligned with their goals, and see transactions through from start to finish. We also partner with private equity firms and portfolio companies to build thoughtful, mission-aligned corporate development programs. With deep experience across B2B Technology & Services, Industrials, and Financial Services & Technology, our team brings practical insight, clear guidance, and hands-on execution to every engagement. Since 2007, we’ve helped clients cut through complexity, align strategy with outcomes, and create lasting value at every stage of growth.