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Est. 2026The front page of wealth managementNew York

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Randy Morris

CEO at Summit Wealth Group

At a glance

Randy Morris launched Summit Wealth Group after leaving Commonwealth Financial Network (our reporting, October 10, 2026). One story in our coverage names them so far.

Firm
Summit Wealth Group
Role
CEO
In our coverage
1 story

The record

  1. Launched Summit Wealth Group after leaving Commonwealth Financial Network

    Mather Group and AlphaCore each add $400 million-plus RIAs in Texas and Delaware Financial ADVSR

How this page is built

Every line on this page comes from a story that names Randy Morris: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 10, 2026. All people in our coverage →