Barron’s Top 100 Independent Financial Advisors for 2022


Sep 23, 2022

We are thrilled to be named one of  Barron’s Top 100 Independent Financial Advisors for 2022! Thank you to our entire Summitry team for making this happen with your dedication, skill and exceptional client service!

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 September 26, 2022 7. This survey is valid for the period between 1/1/2021-12/31/2021


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Alex Katz

Chief Growth Officer