Summit Advisors, LLC

Summit Advisors, LLC (CRD# 144486) is a financial advisory firm headquartered in Canonsburg, PA. They manage $26,140,725 in 84 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
    26
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $311,199
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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 - 6 of 6 top financial advisors.
1
Bruce Edger, financial advisor Kalamazoo MI
Bruce L. Edger
CRD#: 1836961
151 S. Rose Street Suite 623, Kalamazoo, MI 49005
93
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
Rosalind Frazier, financial advisor Canonsburg PA
Rosalind M. Frazier
CRD#: 3124315
160 Technology Drive, Suite 101, Canonsburg, PA 15317
93
Wealthminder
score

Rosalind Frazier (CRD# 3124315) is an Investment Advisor Representative working at Summit Advisors, LLC in Canonsburg, PA and has over 15 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 22 years of experience in the finance industry.

4
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 36 years of experience in the finance industry.

5
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.

6
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.

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