RIA Intel›Advisers›Pennsylvania›SUMMIT ADVISORS, LLC

SUMMIT ADVISORS, LLC

Advisory

CANONSBURG, PA

Data as of Jun 16, 2026 · Source: SEC Form ADV

Rank in PA
#942
of 1,528 advisers by AUM
Average account
$430K
across 173 accounts
AUM per adviser
$12M
6 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM
$74M
Discretionary %
100%
Clients
103
Employees
6

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$74M
Discretionary AUM$74M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients103
Team
Total Employees6
Investment Advisers6
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

THE GWYNEDD COMPANY
LANSDALE, PA
$74M
-5.9% 1Y
PIERMANI CHARLES J ASSOCIATES
NORRISTOWN, PA
$75M
+11.6% 1Y
RAYMOND P. BRADLEY, CHFC
STEVENS, PA
$75M
GEEWAX + PARTNERS, LLC
WEST GROVE, PA
$75M
+18.4% 1Y
AJ STERGE, LP
BERWYN, PA
$74M
DILWORTH JOHN MONTGOMERY
CONNELLSVILLE, PA
$75M
-25.0% 1Y

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