Summit Financial, an investment advisory firm offering integrated wealth management and planning services, has announced the addition of two investment advisory firms, Kamal Capital Group and M Group Investment Advisor, to its national platform. Together, the firms represent approximately $520 million in combined client assets, further advancing Summit’s strategy of partnering with growth-minded independent advisory businesses. The additions also establish Summit’s presence in Georgia and Oregon and expand its footprint across Michigan, Florida and Washington.
The partnerships underscore the ongoing transformation of the wealth management industry, where advisers increasingly seek the benefits of institutional platforms without sacrificing the independence and personalized service that define their client relationships. As RIA consolidation continues to accelerate and merger and acquisition (M&A) activity reaches record levels in 2026, Summit’s platform model reflec
