Summitry Named to FA Magazine’s 2024 America’s Top RIA’s

Financial Advisor Magazine (FA Magazine) has released its highly anticipated annual RIA Survey and Ranking list, and Summitry is honored to announce its place among the top Registered Investment Advisory (RIA) firms in America.

Among the 431 firms assessed in the Top RIA Investment Advisory Firms survey, Summitry proudly secured the 178th spot, underscoring the dedication to excellence and client-focused financial services. This ranking highlights Summitry’s steadfast commitment to serving clients with a unique set of challenges and opportunities posed by life in the San Francisco Bay Area.

To explore the complete list of top RIAs in America and learn more about the factors contributing to Summitry’s success, visit the Financial Advisor website.

About Financial Advisor Magazine – RIA Survey
Financial Advisor Magazine compiled their annual list of America’s Top RIAs rankings based on assets under management at the year-end of independent RIA firms that file their own ADV with the SEC. Only firms with AUM exceeding $500 million as of December 31, 2023, are included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $500 million are included in the expanded online RIA survey. This ranking was given on July 16, 2024.

Financial Advisor Magazine is an accredited publication and focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field.

About Summitry

Summitry is a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We 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 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.

Summitry has its sights set on becoming the most admired firm in the marketplace and the most admired workplace for our team. Learn more at Summitry.com.

Disclosure

Summitry was not paid to be a part of this ranking. 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.