Insights

Growing Revenue Stream With an impressive revenue range of fifty to one hundred million dollars, Summit Financial Group presents a significant opportunity for financial technology solutions, client management tools, and advisory support services that can streamline operational efficiencies and enhance service offerings.

Experienced Leadership The firm’s recent strategic hires, including a director of development and administrative personnel, indicate a focus on expanding client acquisition and operational capacity, creating openings for targeted sales of business development platforms and CRM systems tailored to growth-oriented teams.

Industry Positioning As an independent practice associated with Northwestern Mutual and Raymond James, Summit appeals to clients preferring boutique, high-touch advisory experiences, which could be leveraged by providers of premium customer engagement solutions and personalized financial technology.

Technology Infrastructure Utilizing a tech stack including Cloudflare, MySQL, and PHP, the company shows interest in reliable, scalable digital infrastructure, offering opportunities to introduce cloud security enhancements, database management solutions, and integrations to optimize their digital workflow.

Market Expansion Potential With a team of 51 to 200 employees across the US, Summit Financial Group is in a strong position to explore expansion into new markets or services, opening prospects for sales of market research tools, compliance solutions, and advanced analytics to support strategic growth initiatives.

Summit Financial Group, LLC Tech Stack

Summit Financial Group, LLC uses 8 technology products and services including Sitecore, Junxure, Cloudflare DNS, and more. Explore Summit Financial Group, LLC's tech stack below.

  • Sitecore
    Content Management System
  • Junxure
    Customer Relationship Management
  • Cloudflare DNS
    Domain Name Services
  • Shopify
    E-commerce
  • Lodash
    Javascript Libraries
  • Windows Server
    Operating Systems
  • Dynatrace
    System Analytics & Monitoring
  • jQuery Validation Plugin
    Web Tools And Plugins

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
85%
Last@summitadvisors.comDoe@summitadvisors.com
13%
First.Last@summitadvisors.comJohn.Doe@summitadvisors.com
2%

Frequently Asked Questions

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

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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?

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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?

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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?

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

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

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As of June 2026, Summit Financial Group, LLC has approximately 57 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?

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Summit Financial Group, LLC operates in the Financial Services industry.

What technology does Summit Financial Group, LLC use?

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Summit Financial Group, LLC's tech stack includes SitecoreJunxureCloudflare DNSShopifyLodashWindows ServerDynatracejQuery Validation Plugin.

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

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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

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