Summitry Ranked on Barron’s Top 100 Independent Advisors

Foster City, CA — October 26, 2023— Summitry is thrilled to announce that Colin Higgins was ranked in Barron’s prestigious list of the Top 100 Independent Advisors for the year 2023. This coveted recognition reaffirms Summitry’s unwavering commitment to delivering exceptional wealth management services and its position as a leader in the financial advisory industry. Barron’s, a renowned authority in financial journalism, has been publishing its annual advisor ranking since 2004 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 2023,” 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 consistent success, long-standing industry leadership, and unwavering 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. Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations.

For more information about Summitry and its wealth management services, please visit summitry.com

About Summitry:

Summitry is a leading 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 a leading independent 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 $1.7 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.

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 1/1/2023-12/31/2023