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).

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 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 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 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 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 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 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 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 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.

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