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).

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 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 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 14 years of experience in the finance industry.

3
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 21 years of experience in the finance industry.

4
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 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 33 years of experience in the finance industry.

6
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 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.