Summit Global Investments, (SGI) recently named one of America’s Top Financial Advisory Firms 2025, is proud to announce its strategic alignment with Equity Services Inc. (ESI), a move that reflects a shared commitment to growth, innovation, and unwavering advisor and client support.
The SGI/ESI pact is not just a business decision, it’s a values-driven alignment. Following a thorough and thoughtful search, SGI selected more than just a service provider—it chose a true strategic ally. “ESI brings a legacy of excellence and a forward-thinking, solutions-driven approach that aligns seamlessly with SGI’s mission to fuel advisor growth and drive exceptional client outcomes,” says ESI President and CEO, Ata Azarshahi.
“We weren’t looking for a transactional relationship. We were looking for a team that shares our vision, our values, and our passion for supporting advisors,” adds SGI CEO, Dave Harden. “This is a partnership built on trust, alignment, and a shared path forward.”
The partnership with ESI will provide SGI’s advisors with expanded resources, enhanced operational support, and access to a broader suite of insurance and financial solutions, all while preserving the entrepreneurial spirit and independence that has defined SGI’s success.
Harden adds, “We’ve quickly seen firsthand that advisors who partner with SGI grow faster. With a focus on creating the right business systems, developing personalized marketing initiatives and providing collegial peer support, we’ve created an environment that inspires advisors to attract more clients and make a bigger impact on the community of clients they serve.”
This collaboration empowers SGI advisors to scale faster, deepen client relationships, and unlock new revenue opportunities through ESI’s proven platforms and expertise.
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