A complete list of active advisors currently associated with Summit Advisors, LLC

Warmer can help you find a great advisor at Summit Advisors, LLC or one who fits your needs even better.

Summit Advisors, LLC provides discretionary portfolio management for individuals (including high‑net‑worth clients), trusts, estates, corporations, non‑profits and small businesses. Services are delivered by its team of IARs through IA Direct management and access to third‑party money managers, with custodial and billing functions handled by a clearing firm. The firm tailors portfolios to client objectives and risk tolerance via client meetings and reviews, using fundamental, technical and cyclical analysis to inform long‑ and short‑term equity holdings and limited option strategies such as covered calls and spreads. Accounts are managed on a discretionary basis and may be serviced via in‑house trading or platform relationships (Orion Portfolio Solutions and RBC Clearing and Custody). Summit has notable industry connections: the firm’s principals also own a FINRA‑registered broker‑dealer and the adviser has ties to a banking institution, while trade execution and custody are provided through an independent clearing custodian rather than routing through the affiliated broker‑dealer. In contrast with most peers, the firm does not list comprehensive financial planning as a core service, and some representatives operate concurrently as registered representatives or insurance agents and participate in referral/promoter compensation arrangements.

To learn more about the advisors currently working at Summit Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.