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Summit Wins NAPA Top DC Advisor Teams for 2026
S For Story/10689746
DALLAS - s4story -- Summit Financial Group is proud to announce that our Investments Team has been selected as a Top DC Advisory Team of 2026 by the National Association of Plan Advisors (NAPA). This marks seven years in a row that our team has earned this award!
"Being recognized as a top NAPA advisory team is a meaningful honor for our entire organization. It speaks to the passion and commitment of our advisors and, most importantly, the trust and support of the clients and community we are proud to serve. We feel incredibly fortunate to steward our clients' assets and help them build stronger financial futures." - Kaci Skidgel, President, Summit Financial Group, Inc.
The NAPA Top DC Advisor Team list spotlights the nation's leading retirement plan advisory teams. Distinct from other industry rankings, the list emphasizes team‑based advisory practices operating from a single physical location with at least $100 million in defined contribution assets under advisement. Rankings are determined using self‑reported asset data as of December 31, 2025, unless otherwise noted.
Summit Financial Group has been a trusted resource for over 35 years, offering tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare to help protect assets and pursue business and life goals. Visit https://yoursummit.com to learn more.
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Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 5420 LBJ Freeway, Suite 1940 Dallas, TX 75240.
The NAPA Top DC Advisor Teams list highlights the nation's leading retirement plan advisor firms. This list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement. The accolade is based on the previous calendar year's numbers but was too unwieldy and confusing to tag it as such. We have updated the title to reflect the year in which it is released even though it is still based on last year's numbers. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
"Being recognized as a top NAPA advisory team is a meaningful honor for our entire organization. It speaks to the passion and commitment of our advisors and, most importantly, the trust and support of the clients and community we are proud to serve. We feel incredibly fortunate to steward our clients' assets and help them build stronger financial futures." - Kaci Skidgel, President, Summit Financial Group, Inc.
The NAPA Top DC Advisor Team list spotlights the nation's leading retirement plan advisory teams. Distinct from other industry rankings, the list emphasizes team‑based advisory practices operating from a single physical location with at least $100 million in defined contribution assets under advisement. Rankings are determined using self‑reported asset data as of December 31, 2025, unless otherwise noted.
Summit Financial Group has been a trusted resource for over 35 years, offering tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare to help protect assets and pursue business and life goals. Visit https://yoursummit.com to learn more.
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Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 5420 LBJ Freeway, Suite 1940 Dallas, TX 75240.
The NAPA Top DC Advisor Teams list highlights the nation's leading retirement plan advisor firms. This list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement. The accolade is based on the previous calendar year's numbers but was too unwieldy and confusing to tag it as such. We have updated the title to reflect the year in which it is released even though it is still based on last year's numbers. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Source: Summit Financial Group, Inc.
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