Oak Summit Wealth Management Named One of Financial Advisor Magazine's Top RIA's for 2026

We are thrilled to share that Oak Summit Wealth Management has been named as one of Financial Advisor Magazine's Top RIA's across the country for 2026.

The annual Financial Advisor (FA) Magazine RIA Survey and Ranking is one of the premier, highly competitive benchmarks for independent Registered Investment Advisory firms nationwide. Rankings are determined primarily by year-end Assets Under Management (AUM) from SEC-filed ADV forms, recognizing established scale, resilience, and operational excellence. FA Magazine’s annual survey highlights premier independent advisory firms that demonstrate consistent growth, financial strength, and an unwavering commitment to client success in an increasingly complex economic environment.

You can view the full article here.

This recognition is a reflection of the deep trust our clients place in us every day. Our focus has never been growth for the sake of growth, but rather continuously elevating the financial guidance, tools, and peace of mind we provide to the clients we serve nationwide.

Thank you to our amazing clients for allowing us to walk alongside you on your financial journey!

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Disclosures: Financial Advisor Magazine’s RIA Ranking is based on assets under management (AUM) reported on SEC Form ADV as of December 31, 2025. To be eligible for the ranking, firms must be independent registered investment advisors, file their own ADV with the SEC, and provide financial planning services to individual clients. Oak Summit Wealth Management did not pay a fee to participate in, be considered for, or receive this ranking. Third-party ratings, rankings, and recognition are no guarantee of future investment success and should not be construed as a current or past endorsement of Oak Summit Wealth Management by any of its clients.