Summit Financial, LLC

Overview

Summit Financial, LLC is an SEC registered investment adviser based in Parsippany, NJ, registered since 2018. It reports $26.3B in assets under management across 40,628 accounts, with 490 employees. It has 213 investment adviser representatives.

Reported AUM

$26.3B

Discretionary

58%

Accounts

40,628

Average account

$649K

Employees

490

Advisory reps

213

Registered since

2018

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 6

• Stanley Gregor Chief Executive Officer, Director CRD 1672974
• Steven Weinman President, Director CRD 1055954
• Anthony Lawrence McElynn Chief Compliance Officer CRD 2267348

3 more executive officers, with direct contact details

Advisory reps 3 of 213

• Carl Andrew Adkins Insurance Agent · Investment Adviser Rep CRD 5412255
• Andrew Adolph Investment Adviser Rep CRD 7132049
• Michael J Aloi Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3217172

210 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4 Campus Dr
Parsippany, NJ 07054

County

Morris

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: wealthplanadv.com

Every state, with registration dates

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