Summitry Recognized on Barron’s Top 100 Independent Advisors 2024 List

Summitry is thrilled to announce that Colin Higgins has been ranked on Barron’s prestigious list of the Top 100 Independent Advisors for the year 2024. This coveted recognition reaffirms Summitry’s unwavering commitment to delivering exceptional wealth management services and its position in the financial advisory industry. Barron’s, a renowned authority in financial journalism, has been publishing its annual advisor ranking since 2004 in an attempt to spotlight the nation’s best wealth managers and elevate industry standards.

“Our team at Summitry is both humbled and proud to be recognized by Barron’s as one of the Top 100 Independent Advisors for 2024,” said Colin Higgins, CEO at Summitry. “This achievement reflects our dedication to excellence, our commitment to our clients’ financial well-being, and our relentless pursuit of superior outcomes.”

Summitry’s client-centric approach has been instrumental in achieving this distinction. The firm places the financial goals and interests of its clients at the forefront of its advisory services, fostering trust and lasting partnerships.

The Barron’s Top 100 Independent Advisors accolade acknowledges Summitry’s commitment to upholding the highest standards of professionalism and ethics. As Summitry looks ahead, it remains dedicated to raising the bar in the financial advisory industry, empowering clients to secure their financial futures.

About Summitry

Summitry is an independent wealth management firm dedicated to helping individuals and families achieve their financial goals. With a focus on personalized financial planning and investment strategies, Summitry’s team of experienced advisors provides comprehensive solutions that empower clients to navigate complex financial landscapes posed by life in the San Francisco Bay Area with confidence.

Summitry is an independent wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We strive to help grow and protect your wealth so you can pursue your best Bay Area life. Founded in 2003, the firm has over $2.6 billion in assets under management, a size intended to be large enough to possess highly-sophisticated systems, to have access to a wide range of institutional research tools and services, and to employ the highest-caliber professional talent, while maintaining the culture and personalized approach of a boutique investment firm.

Summitry offers a range of services, including personalized financial planning, retirement planning, estate and trust planning, California tax strategies, charitable gift planning, fiduciary support, equity compensation and benefits advice to executives, asset management, and customized investment strategies.

DISCLOSURE: 1. SUMMITRY WAS AWARDED THE BARRON’S TOP 100 INDEPENDENT ADVISORS 2024 ON SEPTEMBER 16, 2024. THE AWARD IS BASED ON DATA  FOR THE PERIOD BETWEEN  06/30/2023 – 06/30/2024. 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. THE FORMULA FEATURES THREE MAJOR CATEGORIES OF CALCULATIONS: (1) ASSETS (2) REVENUE (3) QUALITY OF PRACTICE.