Canonsburg, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Summit Advisors, LLC
Team
Firm-wide stats for Summit Advisors, LLC
About
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.
Based on Summit Advisors, LLC
Location
160 Technology Drive, Suite 101
Canonsburg PA 15317
Advisors at this office
3
Advisors at this office
David K
Series 63, Series 65
Canonsburg, PA
Summit Advisors, LLC
David Koenig is a financial advisor at Summit Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Summit Advisors since 2010 and Beaconsfield Financial Services, Inc. since 1994. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm provides discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, employing a range of investment strategies including fundamental, technical, and cyclical analysis.
Betty R
Series 63, Series 65
Canonsburg, PA
Summit Advisors, LLC
Betty Rainier is a financial advisor at Summit Advisors, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Summit Advisors since 2007, as well as Beaconsfield Financial Services, Inc. since 1983. Summit Advisors, LLC serves individuals, trusts, estates, corporations, non-profits, and small businesses, providing discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice. The firm employs fundamental, technical, and cyclical analysis, utilizing both long- and short-term equity positions and option strategies.
Richard R
Series 63, Series 65
Canonsburg, PA
Summit Advisors, LLC
Richard Rainier II is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Summit Advisors since 2007 and also has a longstanding association with Beaconsfield Financial Services, Inc. Outside of his advisory role, he is actively engaged as a member of Summit Advisors' investment activities. Summit Advisors, LLC serves individuals, trusts, estates, corporations, non-profits, and small businesses, providing discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, with portfolios tailored through risk-tolerance assessments and implemented via direct or third-party managed platforms.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)