Cory Summers: Forbes Best in the State Wealth Advisor 2025

Cory Summers, Wealth Advisor at Corpus Christi Financial Group and independent LPL Financial advisor, has once again been named to the Forbes/SHOOK 2025 Best-in-State Wealth Advisors list. This marks the second consecutive year that Summers has received this prestigious recognition, highlighting his continued dedication to delivering outstanding financial guidance and client-focused service. The Forbes/SHOOK list honors top-performing financial advisors across the country who demonstrate excellence in their profession. Advisors are selected based on a combination of qualitative and quantitative factors, including personal interviews, assets under management, compliance records, and years of experience.

With over 20 years in the financial services industry, Summers provides a wide range of personalized financial services to individuals, families, and business owners. His expertise spans retirement and financial planning, investment management, individual stocks and bonds, mutual funds, annuities, and alternative investments. He is known for his comprehensive planning approach, ensuring every financial decision aligns with his clients' long-term goals.
As part of Corpus Christi Financial Group, an independent firm, Summers offers independent advice and personalized strategies without being tied to proprietary products. The firm’s mission is centered around building long-term relationships and helping clients feel more confident in their financial futures.

Summers is affiliated with LPL Financial, one of the nation’s largest and most respected independent broker-dealers, supporting over 29,000 advisors across the country. With access to LPL’s cutting-edge tools and resources, Cory remains equipped to deliver the thoughtful, strategic financial guidance his clients have come to rely on.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience,
review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.