The $300 million multi-family office with an all-female staff joins Summit's equity partnership platform. : Summit Financial, a Parsippany, N.J.–based registered investment advisory firm overseeing around $9.5 billion in client assets, welcomed a team of five in Baltimore to its equity partnership channel, Summit Growth Partners. The eighth team to affiliate under SGP in 2023, Oracle made the move from Symphonic Financial Advisors after learning it would be closing its doors at the end of the year.