Summit Advisors, LLC

Summit Advisors, LLC (CRD# 144486) is a financial advisory firm headquartered in Canonsburg, PA. They manage $32,394,308 in 102 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
160 Technology Drive, Suite 101, Canonsburg, PA 15317
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $317,591
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, PA

Financial Advisors at Summit Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Bruce Edger, financial advisor Hastings MI
Bruce L. Edger
CRD#: 1836961
518 West Apple St., Hastings, MI 49058
98
Wealthminder
score
Bruce Edger (CRD# 1836961) is an Investment Advisor Representative working at Summit Advisors, LLC in Kalamazoo, MI and has over 28 years of experience in the finance industry.
2
Clayton Edger, financial advisor Hastings MI
Clayton A. Edger
CRD#: 4240312
518 West Apple Street, Hastings, MI 49058
93
Wealthminder
score

Clayton Edger (CRD# 4240312) is an Investment Advisor Representative working at Summit Advisors, LLC in Hastings, MI and has over 17 years of experience in the finance industry.

3
David Koenig, financial advisor Canonsburg PA
David P. Koenig
CRD#: 2568039
160 Technology Drive, Suite 101, Canonsburg, PA 15317
93
Wealthminder
score

David Koenig (CRD# 2568039) is an Investment Advisor Representative working at Summit Advisors, LLC in Canonsburg, PA and has over 23 years of experience in the finance industry.

4
Brian Osborn, financial advisor Canonsburg PA
Brian M. Osborn
CRD#: 2514381
160 Technology Drive, Suite 101, Canonsburg, PA 15317
93
Wealthminder
score

Brian Osborn (CRD# 2514381) is an Investment Advisor Representative working at Summit Advisors, LLC in Canonsburg, PA and has over 23 years of experience in the finance industry.

5
James Palilla, financial advisor Canonsburg PA
James T. Palilla
CRD#: 355466
160 Technology Drive, Suite 101, Canonsburg, PA 15317
93
Wealthminder
score

James Palilla (CRD# 355466) is an Investment Advisor Representative working at Summit Advisors, LLC in Canonsburg, PA and has over 37 years of experience in the finance industry.

6
Betty Rainier, financial advisor Canonsburg PA
Betty H. Rainier
CRD#: 1093968
160 Technology Drive, Suite 101, Canonsburg, PA 15317
93
Wealthminder
score

Betty Rainier (CRD# 1093968) is an Investment Advisor Representative working at Summit Advisors, LLC in Canonsburg, PA and has over 34 years of experience in the finance industry.

7
Karen Osborn, financial advisor Canonsburg PA
Karen S. Osborn
CRD#: 6743336
160 Technology Drive, Suite 101, Canonsburg, PA 15317
87
Wealthminder
score

Karen Osborn (CRD# 6743336) is an Investment Advisor Representative working at Summit Advisors, LLC in Canonsburg, PA and has 1 year of experience in the finance industry.

8
Richard Rainier, financial advisor Canonsburg PA
Richard K. Rainier
CRD#: 2603107
160 Technology Drive, Suite 101, Canonsburg, PA 15317
73
Wealthminder
score

Richard Rainier (CRD# 2603107) is an Investment Advisor Representative working at Summit Advisors, LLC in Canonsburg, PA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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