Insights

Established Market Presence With over 20 years of experience in financial services and a revenue range of 50 to 100 million dollars, Summit Financial Group LLC demonstrates a stable and well-established market position, indicating potential for high-value partnership opportunities.

Growth-Oriented Leadership Recent strategic hires such as a Director of Development and an Administrative Assistant suggest active efforts to expand client relationships and operational capacity, presenting opportunities to offer advanced marketing, training, or operational solutions.

Technology Adoption Utilizing a diverse tech stack including cloud services, PHP, MySQL, and Bootstrap, Summit shows a commitment to leveraging technology, indicating potential interest in innovative financial tech solutions or automation tools.

Industry Collaboration As an independent practice associated with Raymond James, Summit is positioned within a broad network of financial advisors, offering avenues for partnerships with fintech providers, compliance solutions, or industry-specific services.

Market Expansion Potential Represented by a small but growing team in various locations, including recent hires in Marion, there is a clear momentum for growth, presenting opportunities for targeted sales efforts in client acquisition support, digital marketing, and expansion services.

Summit Financial Group, LLC Tech Stack

Summit Financial Group, LLC uses 8 technology products and services including Cloudflare, MySQL, Font Awesome, and more. Explore Summit Financial Group, LLC's tech stack below.

  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks
  • Fourthwall
    Website Builders

Summit Financial Group, LLC's Email Address Formats

Summit Financial Group, LLC uses at least 1 format(s):
Summit Financial Group, LLC Email FormatsExamplePercentage
First@summitadvisors.comJohn@summitadvisors.com
46%
Last@summitadvisors.comDoe@summitadvisors.com
7%
First.Last@summitadvisors.comJohn.Doe@summitadvisors.com
1%
First@summitadvisors.comJohn@summitadvisors.com
46%

Frequently Asked Questions

Where is Summit Financial Group, LLC's headquarters located?

Minus sign iconPlus sign icon
Summit Financial Group, LLC's main headquarters is located at 2633 Camino Ramon Suite 200 San Ramon, California United States. The company has employees across 1 continents, including North America.

What is Summit Financial Group, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Summit Financial Group, LLC's main corporate office by phone at . 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 Financial Group, LLC's official website and social media links?

Minus sign iconPlus sign icon
Summit Financial Group, LLC's official website is summitadvisors.com and has social profiles on LinkedIn.

What is Summit Financial Group, LLC's NAICS code?

Minus sign iconPlus sign icon
Summit Financial Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Summit Financial Group, LLC have currently?

Minus sign iconPlus sign icon
As of April 2026, Summit Financial Group, LLC has approximately 51 employees across 1 continents, including North America. Key team members include Chief Information Officer: P. T.Chief Financial Officer: R. P.Vice President Chief Accounting Officer: J. M.. Explore Summit Financial Group, LLC's employee directory with LeadIQ.

What industry does Summit Financial Group, LLC belong to?

Minus sign iconPlus sign icon
Summit Financial Group, LLC operates in the Financial Services industry.

What technology does Summit Financial Group, LLC use?

Minus sign iconPlus sign icon
Summit Financial Group, LLC's tech stack includes CloudflareMySQLFont AwesomejQuery MigratejQueryPHPBootstrapFourthwall.

What is Summit Financial Group, LLC's email format?

Minus sign iconPlus sign icon
Summit Financial Group, LLC's email format typically follows the pattern of First@summitadvisors.com. Find more Summit Financial Group, LLC email formats with LeadIQ.

Summit Financial Group, LLC

Financial ServicesCalifornia, United States51-200 Employees

Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. 

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm 

Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

Section iconCompany Overview

Headquarters
2633 Camino Ramon Suite 200 San Ramon, California United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Summit Financial Group, LLC's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Summit Financial Group, LLC's revenue is estimated to be in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.