All Advisors

14,179 advisors
FirmFeeAUMMin.Clients

SUMMIT CAPITAL SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brentwood, TennesseeCRD #281478
Typical Fee--
AUM--
Minimum--
Clients--

SUMMIT CREEK ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #135496
Typical Fee--
AUM$790M
Minimum--
Clients34

SUMMIT FINANCIAL ADVISORS, INC.

Middletown, OhioCRD #145007
Typical Fee--
AUM$199M
Minimum--
Clients426

SUMMIT FINANCIAL STRATEGIES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #110112
Typical Fee--
AUM$2.3B
Minimum--
Clients4,149

SUMMIT FINANCIAL WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #171278
Typical Fee--
AUM$1.4B
Minimum--
Clients2,620

SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sterling Heights, MichiganCRD #126570
Typical Fee--
AUM$173M
Minimum--
Clients1,850

SUMMIT FINANCIAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Parsippany, New JerseyCRD #299322
Typical Fee1.50%
AUM$15.0B
Minimum--
Clients22,079

SUMMIT GLOBAL INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bountiful, UtahCRD #157091
Typical Fee--
AUM$1.9B
Minimum--
Clients6,923

SUMMIT GROUP RETIREMENT PLANNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Exton, PennsylvaniaCRD #169823
Typical Fee--
AUM$302M
Minimum--
Clients255

SUMMIT HILL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #296740
Typical Fee--
AUM$146M
Minimum--
Clients204

SUMMIT HOUSE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #306823
Typical Fee--
AUM$382M
Minimum--
Clients3

SUMMIT INVESTMENT ADVISORY SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roseville, MinnesotaCRD #168594
Typical Fee--
AUM$746M
Minimum--
Clients2,466

SUMMIT PARTNERS CREDIT ADVISORS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #153195
Typical Fee--
AUM$631M
Minimum--
Clients12

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #175100
Typical Fee--
AUM$3.9B
Minimum--
Clients12

SUMMIT PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #135271
Typical Fee--
AUM$43.6B
Minimum--
Clients84

SUMMIT PLACE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Summit, New JerseyCRD #147984
Typical Fee--
AUM$256M
Minimum--
Clients338

SUMMIT PLANNING GROUP, INC.

Also Compensated via Product Sales
E. Syracuse, New YorkCRD #125994
Typical Fee--
AUM$104M
Minimum--
Clients466

SUMMIT PORTFOLIO MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Las Vegas, NevadaCRD #111243
Typical Fee--
AUM$170M
Minimum--
Clients108

SUMMIT ROCK ADVISORS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #144059
Typical Fee--
AUM$23.5B
Minimum--
Clients219

SUMMIT STREET CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #160129
Typical Fee--
AUM$713M
Minimum--
Clients5

SUMMIT TRAIL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #220519
Typical Fee0.45%
AUM$26.2B
Minimum--
Clients22,528

SUMMIT WEALTH AND RETIREMENT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eagle, IdahoCRD #285972
Typical Fee--
AUM$825M
Minimum--
Clients966

SUMMIT WEALTH GROUP

Clean RecordAlso Compensated via Brokerage
Colorado Springs, ColoradoCRD #335242
Typical Fee--
AUM$1.4B
Minimum--
Clients4,911

SUMMIT WEALTH GROUP LLC

Clean RecordAlso Compensated via Brokerage
Exeter, New HampshireCRD #282205
Typical Fee--
AUM$656M
Minimum--
Clients1,401

SUMMIT WEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #166118
Typical Fee--
AUM$150M
Minimum--
Clients724

SUMMIT WEALTH MANAGEMENT GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Camarillo, CaliforniaCRD #170029
Typical Fee--
AUM$226M
Minimum--
Clients632

SUMMIT WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #226722
Typical Fee--
AUM$120M
Minimum--
Clients510

SUMMIT WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orlando, FloridaCRD #283648
Typical Fee--
AUM$630M
Minimum--
Clients1,966

SUMMITPOINT CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Littleton, ColoradoCRD #336856
Typical Fee--
AUM$120M
Minimum--
Clients298

SUMMITRY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #128586
Typical Fee--
AUM$3.0B
Minimum--
Clients3,384
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