RIA · Independent channel
Summit Wealth Group
Includes the history of More Than Your Money (acquired October 2026) · Premier Private Wealth (acquired January 2026)
Colorado Springs-based RIA founded by advisors who left Commonwealth Financial Network.
- Website
- summitwealthgroup.com
- Regulator record
- SUMMIT WEALTH GROUP (SEC)
Recorded arrivals
3
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$813M
Reported practice assets · 3 of 3 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Arrivals 3
Teams joining Summit Wealth Group in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 26 | Acquisition | More Than Your MoneyColorado Springs, CO | More Than Your MoneyRIAacquired by Summit Wealth Group, Oct 2026 | $154M | Press Release |
| Oct 6 | Lateral | Scott HardyBrentwood, TN | CommonwealthIndependent Broker-Dealeracquired by LPL Financial, Aug 2025 | $189M | Press Release |
| Feb 3 | Acquisition | Premier Private WealthFranklin, TN | Premier Private WealthRIAacquired by Summit Wealth Group, Jan 2026 | $470M | InvestmentNews |
Departures 0
Teams leaving Summit Wealth Group in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.