SF
SUMMIT FINANCIAL, LLC
SEC RegisteredPARSIPPANY, NJhttps://lbellwealth.com973-285-3600
Assets Under Management
$5B–$25B
Employees
490
Office Locations
48 offices
Total Accounts
36236
About the firm
Larry Bell, MBA, CFP® is a Private Wealth Advisor with over two decades of experience as a Financial Advisor. Larry and his team of experts follow a collaborative approach to wealth management, putting their clients' personal and professional goals at the forefront. Investment advisory and financial planning services are offered through Summit Financial, LLC, an SEC Registered Investment Adviser.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Areas of expertise
Wealth ManagementFinancial PlanningInvestment AdvisoryPrivate Wealth
Services
Investment advisory and financial planning services; securities brokerage
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13,243 | $5.9B |
| High Net Worth Individuals | 2,417 | $14.0B |
| Charitable Organizations | 452 | $2.5B |
| State/Municipal Entities | 4 | — |
59 total clients reported on Form ADV.
Leadership
Llc Summit Financial Holdings
OWNER
Steven Weinman
PRESIDENT, DIRECTOR
Michael Collin Bremer
CHIEF OPERATIONS OFFICER
Mara Deborah Stempler
CHIEF FINANCIAL OFFICER
Stanley Gregor
CHIEF EXECUTIVE OFFICER AND DIRECTOR
Esmat Bahar Hawkesworth
CHIEF LEGAL OFFICER,, DIRECTOR
Anthony Lawrence Mcelynn
CHIEF COMPLIANCE OFFICER
Llc Merchant Wealth Management Holdings 3
MEMBER
Stanley Gregor
MEMBER
Llc Merchant Wealth Partners
MEMBER
Llc Mwp Advisory
MANAGER
Llc Merchant Investment Management
MEMBER
Llc Merchant Investment Management Holdings
OWNER
Office locations
48 offices in 19 states
NJ
PARSIPPANYHQ
OH
COLUMBUS
MD
LUTHERVILLE
NJ
WESTFIELD
NJ
MADISON
IN
VALPARAISO
CT
NEW MILFORD
IN
HAMMOND
IN
MICHIGAN CITY
NJ
TURNERSVILLE
OH
DUBLIN
NJ
MORRISTOWN
NJ
LIVINGSTON
PA
DOYLESTOWN
CO
FORT COLLINS
MI
FARMINGTON HILLS
OK
EDMOND
NJ
ALLENDALE
PA
HARLEYSVILLE
PA
LANCASTER
VA
LEESBURG
CT
DARIEN
VA
ASHBURN
IL
ARLINGTON HEIGHTS
WI
KENOSHA
IL
LIBERTYVILLE
NC
DURHAM
NC
PINEHURST
NC
RALEIGH
WI
STEVENS POINT
NJ
BRANCHBURG
MO
KIRKWOOD
TX
HOUSTON
NJ
BRANCHBURG
FL
DELRAY BEACH
VA
ASHBURN
NJ
LONG BEACH TWP.
AL
BIRMINGHAM
AL
GADSDEN
FL
NAPLES
CA
PASADENA
NJ
RED BANK
NJ
HOBOKEN
NY
WHITE PLAINS
NY
NEW YORK
CT
DANBURY
NJ
PRINCETON
NJ
MANALAPAN
Advisors at this firm
Showing 100 of 232
Noah Philip Alweiss
Investment Adviser Representative
Carl Andrew Adkins
Investment Adviser Representative
Andrew Adolph
Investment Adviser Representative
Michael Aloi
Investment Adviser Representative
Ron M. Amir
Investment Adviser Representative
Margaret Rowell Anderson
Investment Adviser Representative
Matthew P Anderson
Investment Adviser Representative
Peter James Anderson
Investment Adviser Representative
Pei-Chin Andrew
Investment Adviser Representative
Robert Britton Armstrong
Investment Adviser Representative
David Mark Baranek
Investment Adviser Representative
Todd Robert Birkenholz
Investment Adviser Representative
Christopher Lee Bishop
Investment Adviser Representative
Culver Robert Broach III
Investment Adviser Representative
Jason Thomas Brougham
Investment Adviser Representative
Ralph Duane Burnett
Investment Adviser Representative
Richard Steven Babjak
Investment Adviser Representative
Dean R Barnacle
Investment Adviser Representative
Robert Adly Barron
Investment Adviser Representative
Brian Edward Barthold
Investment Adviser Representative
Joseph Michael Bates
Investment Adviser Representative
Blake Andrew Kent Bauer
Investment Adviser Representative
Thomas Beaupre
Investment Adviser Representative
Robert Anthony Beckett
Investment Adviser Representative
Lawrence Malcom Bell
Investment Adviser Representative
Kelley Jo Belmonte
Investment Adviser Representative
Christopher S Berte
Investment Adviser Representative
Glenn Alan Blachman
Investment Adviser Representative
Christian Bonnesen
Investment Adviser Representative
Michael Collin Bremer
Investment Adviser Representative
Hunter David Burnett
Investment Adviser Representative
Edward Scott Campbell
Investment Adviser Representative
Robert Stephen Castellini
Investment Adviser Representative
Charles Thomas Cernosia
Investment Adviser Representative
Gautam Chhada
Investment Adviser Representative
Kenneth David Connally
Investment Adviser Representative
Patricia Caccavo
Investment Adviser Representative
Michael Caputo
Investment Adviser Representative
Stephen Andrew Casey
Investment Adviser Representative
Neil J Cashes
Investment Adviser Representative
Michael Emil Cear
Investment Adviser Representative
David Richard Chepauskas
Investment Adviser Representative
Heather Griffin Clegg
Investment Adviser Representative
William Ewart Clegg
Investment Adviser Representative
John Jason Click
Investment Adviser Representative
Michael William Conway
Investment Adviser Representative
Zachary Adam Conway
Investment Adviser Representative
Ralph R Coppola
Investment Adviser Representative
Thomas Andrew Crow
Investment Adviser Representative
Michael Douglas Denti
Investment Adviser Representative
Daniel Dominick Divizio
Investment Adviser Representative
John R Duffy
Investment Adviser Representative
Amy Dieteman
Investment Adviser Representative
George Christopher Don
Investment Adviser Representative
Audrey Bieber Drossner
Investment Adviser Representative
Robert J Drury II
Investment Adviser Representative
Mark Taylor Dulworth
Investment Adviser Representative
Kenneth Dennis Durfee
Investment Adviser Representative
Randi Faith Engelbrecht
Investment Adviser Representative
Gregory Esposito
Investment Adviser Representative
Charles F Fellows
Investment Adviser Representative
Daniel John Field
Investment Adviser Representative
Jay Harold Flamme
Investment Adviser Representative
Kory Mark Frost
Investment Adviser Representative
Keith E Fahrman
Investment Adviser Representative
Ethan Wayne Fales
Investment Adviser Representative
Timothy Patrick Farley
Investment Adviser Representative
Armando Demetrice Faucy-Smith
Investment Adviser Representative
David Ira Fischbach
Investment Adviser Representative
Kyle Henry Fischbach
Investment Adviser Representative
Kristopher Scott Flammang
Investment Adviser Representative
Patrick Christopher Garrett
Investment Adviser Representative
Stephen Lynn Garrett Sr
Investment Adviser Representative
Stephen Lynn Garrett
Investment Adviser Representative
Jason John Glisczynski
Investment Adviser Representative
Stanley Gregor
Investment Adviser Representative
David John Guido
Investment Adviser Representative
Lisa Guido
Investment Adviser Representative
Nathaniel Luke Gavitt
Investment Adviser Representative
Michael Joseph Giannotto
Investment Adviser Representative
Olivio Reyes Gomez
Investment Adviser Representative
Joseph Michael Gordon
Investment Adviser Representative
Andrew J. Grant
Investment Adviser Representative
Richard Hammons II
Investment Adviser Representative
Chad Michael Hemphill
Investment Adviser Representative
Shawn Kyle Hirsch
Investment Adviser Representative
Gregory Scott Horn
Investment Adviser Representative
Collin Trent Habig
Investment Adviser Representative
Brittany Halpern
Investment Adviser Representative
Michael Alan Halvorsen
Investment Adviser Representative
Ryan Adam Hanisak
Investment Adviser Representative
Austin Adrian Hebig
Investment Adviser Representative
Sarah Hehmeyer
Investment Adviser Representative
Jacob Michael Hemphill
Investment Adviser Representative
Quintin Andrew Hogrefe
Investment Adviser Representative
Jake William Hoke
Investment Adviser Representative
Brandon Ashley Horton
Investment Adviser Representative
Nicholas John Houmis
Investment Adviser Representative
Cole Hughes
Investment Adviser Representative
Marissa Gerhart Illingworth
Investment Adviser Representative
Regulatory & compliance
CRD number
#299322
SEC Number
801-114377
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $100,000 (waivable)
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
lbellwealth.comPhone
973-285-3600Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SUMMIT FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.