What is Summit Advisors NW's NAICS code?

Summit Advisors NW's NAICS code is 52 (Finance and Insurance).

Insights

Niche Market Focus Summit Advisors NW specializes in personalized financial planning and wealth management services for individuals seeking balanced financial strategies, which presents an opportunity to target clients looking for tailored, high-touch advisory solutions.

Growing Small Firm With a small team of 2-10 employees and revenue between 1M and 10M, the company is positioned as a boutique firm, making it receptive to scalable solutions that enhance operational efficiency and client engagement.

Technology Adoption Utilizing a modern tech stack including AWS, Shopify, and SEO tools indicates openness to leveraging digital platforms and technology partnerships to expand their service offerings and digital presence.

Competitive Landscape Facing competition from large firms like Charles Schwab and Fidelity, Summit Advisors NW can benefit from technology integrations and marketing tools to differentiate itself and attract clients seeking personalized advice outside big institutions.

Potential Growth Areas Their emphasis on life and financial goal balancing aligns with trends toward holistic financial wellness, offering opportunities to introduce new financial tools, educational content, or strategic partnerships to attract clients focused on comprehensive wealth management.

Summit Advisors NW Tech Stack

Summit Advisors NW uses 8 technology products and services including Amazon Web Services, RSS, Shopify, and more. Explore Summit Advisors NW's tech stack below.

Amazon Web Services

Cloud Hosting

RSS

Content Management System

Shopify

E-commerce

Underscore.js

Javascript Libraries

WPBakery

Page Builders

PHP

Programming Languages

Yoast SEO

Search Engines

HSTS

Security

Summit Advisors NW Email Formats	Example	Percentage
First@summitadvisorsnw.com	John@summitadvisorsnw.com	50%
First@summitadvisorsnw.com	John@summitadvisorsnw.com	50%

Summit Advisors NW Email Formats

Example

Percentage

First@summitadvisorsnw.com

John@summitadvisorsnw.com

50%

First@summitadvisorsnw.com

John@summitadvisorsnw.com

50%

Frequently Asked Questions

Where is Summit Advisors NW's headquarters located?

Summit Advisors NW's main headquarters is located at 3601 Southwest Multnomah Boulevard Hillsboro, Oregon 97129 United States. The company has employees across 1 continents, including North America.

What is Summit Advisors NW's phone number?

You can contact Summit Advisors NW's main corporate office by phone at

+1-503-245-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Summit Advisors NW's official website and social media links?

Summit Advisors NW's official website is summitadvisorsnw.com and has social profiles on LinkedIn.

What is Summit Advisors NW's SIC code NAICS code?

Summit Advisors NW's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Summit Advisors NW have currently?

As of February 2026, Summit Advisors NW has approximately 5 employees across 1 continents, including North America. Key team members include Co Founder: M. R.Licensed Associate: H. B.. Explore Summit Advisors NW's employee directory with LeadIQ.

What industry does Summit Advisors NW belong to?

Summit Advisors NW operates in the Financial Services industry.

What technology does Summit Advisors NW use?

Summit Advisors NW's tech stack includes Amazon Web ServicesRSSShopifyUnderscore.jsWPBakeryPHPYoast SEOHSTS.

What is Summit Advisors NW's email format?

Summit Advisors NW's email format typically follows the pattern of First@summitadvisorsnw.com. Find more Summit Advisors NW email formats with LeadIQ.

When was Summit Advisors NW founded?

Summit Advisors NW was founded in 2012.

Summit Advisors NW

Q: How many employees does Summit Advisors NW have currently?

Summit Advisors NW has approximately 5 employees.

Q: What technology does Summit Advisors NW use?

Summit Advisors NW's tech stack includes GoDaddy, Google Maps, Underscore.js, Shopify, Font Awesome.

Financial ServicesOregon, United States2-10 Employees

Rely on our training, rigorous certifications and 70+ years of combined real-life experience working with people like you – people looking for balance and a partner for their financial journey. We understand life and financial goals are about balance – risk and reward, now and the future.

We’ll listen and guide. Advise and discuss. Count on our independent financial advisors to listen intently, give you straight answers, and blend technical analysis with real-life experience. 

From retirement and estate planning to financial management, our financial advisors, Mike Radakovich, Bill Fisher and J.T. Greenwood have the experience to guide you to the right balance. 

Visit our website for more information or stop by our office in Portland’s historic Multnomah Village. Or give us a call at our Portland, Oregon, Danville or San Jose, California office. Let’s talk about your financial goals – we’ll have the coffee ready.

Insights

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Charles Schwab

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