A complete list of active advisors currently associated with Summit Ridge Advisors
Warmer can help you find a great advisor at Summit Ridge Advisors or one who fits your needs even better.
Summit Ridge Advisors is a fee‑only independent registered investment adviser that provides investment management, financial planning, and retirement plan consulting and management to high‑net‑worth individuals, employer‑sponsored retirement plans, and business clients. The firm offers discretionary portfolio management, hourly planning engagements, and serves as a third‑party advisor on certain annuity accounts. The firm emphasizes asset allocation guided by modern portfolio theory and blends passive and active strategies across mutual funds, ETFs, and individual securities; its ADV also discloses the use of fee‑based annuities, structured notes, and crypto ETFs where appropriate. Summit Ridge frequently uses sub‑advisors and subscribes to Altruist’s Model Marketplace and Altruist One services to implement model portfolios, while accommodating client‑imposed investment restrictions and conducting regular account reviews. Notable distinctions include providing pension consulting and acting in ERISA fiduciary roles (including retirement plan management and 3(38) investment manager services), a service mix that is less common for solo independent advisers. The firm’s principal discloses an insurance‑licensing outside business activity (the ADV states the firm no longer sells commissionable insurance), and the firm offers access to American Funds’ F‑2 direct‑at‑fund and 529 F‑2 program; it was founded in 2025 and manages roughly $30 million across discretionary and non‑discretionary accounts.
To learn more about the advisors currently working at Summit Ridge Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Mapleton, UT
| 24
|
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