Barron’s Top 1200 Financial Advisors for 2023

Congratulations to our CEO, Colin Higgins, on being named one of Barron’s Top 1200 Financial Advisors for 2023 and ranked #68 out of 120 in the state of California!

The rankings are based on data provided by around 6,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Thank you to our entire Summitry team for making this happen with your dedication, skill and exceptional client service!

The complete list for the ranking can be found in the March 13 print edition of Barron’s, the March 22 print edition of The Wall Street Journal, and here online at Barrons.com!

DISCLOSURE: 1. SUMMITRY DID NOT PAY TO BE A PART OF THIS RANKING 2. EACH OF FOUR YEARLY BARRON’S INDIVIDUAL ADVISOR RANKINGS REQUIRE PARTICIPANTS TO SUBMIT AN ONLINE FORM FOR CONSIDERATION DURING THE NOMINATION WINDOW (AND MUST MEET THE INDIVIDUAL ADVISOR REQUIREMENTS FOR EACH PROJECT). EACH OF THE RANKINGS REQUIRE DIFFERENT END OF QUARTER DATA; 3. THE TOP 100 INDEPENDENT/RIA INCLUDES ADVISORS THAT WORK WITH A BROKER/DEALER AND ARE INDIVIDUALLY REGISTERED WITH FINRA, AND/OR ADVISORS THAT ARE REGISTERED WITH ONLY THE SEC. 4. THE RANKING MAY NOT BE REPRESENTATIVE OF ANY ONE CLIENT’S EXPERIENCE BECAUSE THE RANKING REFLECTS AN AVERAGE OF ALL, OR A SAMPLE OF ALL, OF THE EXPERIENCES OF THE ADVISER’S CLIENTS. THE RANKING IS NOT INDICATIVE OF THE ADVISER’S FUTURE PERFORMANCE 5. THE SURVEY WAS CREATED AND CONDUCTED BY BARRON’S 6. THIS RANKING WAS ANNOUNCED ON MARCH 13, 2023 7. THIS SURVEY IS VALID FOR THE PERIOD BETWEEN 1/1/2022-12/31/2022