Insights

Growing Advisor Network With a client base of 350 financial advisors across 200 offices, Summit Financial Networks presents a substantial opportunity for firms offering tools and services that enhance advisor productivity, client engagement, or operational efficiency.

Boutique Service Model Summit's commitment to personalized support suggests a receptive environment for innovative solutions in client relationship management, compliance, and specialized financial planning services tailored to high-touch advisory firms.

Revenue Potential Generating between 100 million to 250 million dollars in revenue indicates a solid financial position, making the company an attractive target for premium financial technology solutions, advisory tools, or value-added service partnerships.

Expand Tech Integration Utilizing a robust tech stack including Nginx, Bootstrap, and RequireJS reveals openness to digital infrastructure enhancement, opening sales avenues for advanced cybersecurity, website optimization, and bespoke software development.

Recent Leadership Expansion The appointment of Peter Bell via LPL Financial showcases active growth and strategic staffing initiatives, providing an opening for onboarding solutions, executive coaching, or talent management services to support leadership development.

Summit Financial Networks, Inc. Tech Stack

Summit Financial Networks, Inc. uses 8 technology products and services including html5media, Backbone.js, RequireJS, and more. Explore Summit Financial Networks, Inc.'s tech stack below.

html5media

Audio, Video, Graphics

Backbone.js

Javascript Frameworks

RequireJS

Javascript Frameworks

imagesLoaded

Javascript Libraries

Swiper

Javascript Libraries

OWL Carousel

Javascript Libraries

Bootstrap

UI Frameworks

Nginx

Web Servers

Summit Financial Networks, Inc. Email Formats	Example	Percentage
FLast@summitbrokerage.com	JDoe@summitbrokerage.com	90%
Last@summitbrokerage.com	Doe@summitbrokerage.com	8%
First.Last@summitbrokerage.com	John.Doe@summitbrokerage.com	2%

Summit Financial Networks, Inc. Email Formats

Example

Percentage

FLast@summitbrokerage.com

JDoe@summitbrokerage.com

90%

Last@summitbrokerage.com

Doe@summitbrokerage.com

First.Last@summitbrokerage.com

John.Doe@summitbrokerage.com

Frequently Asked Questions

Where is Summit Financial Networks, Inc.'s headquarters located?

Summit Financial Networks, Inc.'s main headquarters is located at 595 South Federal Highway Suite 500 Boca Raton, Florida 33432 United States. The company has employees across 1 continents, including North America.

What is Summit Financial Networks, Inc.'s phone number?

You can contact Summit Financial Networks, Inc.'s main corporate office by phone at

+1-561-338-****

. 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 Networks, Inc.'s official website and social media links?

Summit Financial Networks, Inc.'s official website is summitfinancialnetworks.com and has social profiles on LinkedIn.

What is Summit Financial Networks, Inc.'s NAICS code?

Summit Financial Networks, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Summit Financial Networks, Inc. have currently?

As of June 2026, Summit Financial Networks, Inc. has approximately 88 employees across 1 continents, including North America. Key team members include Vice President Investments: D. D.President: M. L.President Financial Advisor: A. W.. Explore Summit Financial Networks, Inc.'s employee directory with LeadIQ.

What industry does Summit Financial Networks, Inc. belong to?

Summit Financial Networks, Inc. operates in the Financial Services industry.

What technology does Summit Financial Networks, Inc. use?

Summit Financial Networks, Inc.'s tech stack includes html5mediaBackbone.jsRequireJSimagesLoadedSwiperOWL CarouselBootstrapNginx.

What is Summit Financial Networks, Inc.'s email format?

Summit Financial Networks, Inc.'s email format typically follows the pattern of FLast@summitbrokerage.com. Find more Summit Financial Networks, Inc. email formats with LeadIQ.

When was Summit Financial Networks, Inc. founded?

Summit Financial Networks, Inc. was founded in 1993.

Summit Financial Networks, Inc.

Q: What technology does Summit Financial Networks, Inc. use?

Summit Financial Networks, Inc.'s tech stack includes Underscore.js, prettyPhoto, core-js, imagesLoaded, Skrollr.

Q: What is Summit Financial Networks, Inc.'s NAICS code?

Summit Financial Networks, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States51-200 Employees

Summit Financial Networks is a boutique firm serving 350 financial advisors operating from 200 offices throughout the United States.  To join Summit, call 800.354.5528 or visit us at www.summitfn.com. Summit is different from other firms:

By treating our financial advisors as our customers, and providing them with the same level of service and support that they provide to their clients, Summit’s management team and employees have built an organization that makes our financial advisors want to call Summit their home. 

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Investments are: • Not FDIC/NCUSIF insured
May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. 

225 Northeast Mizner Boulevard
Suite 550
Boca Raton, Florida 33432

Insights

Similar companies to Summit Financial Networks, Inc.

AIG

Allianz Life

MassMutual

Guardian Life Insurance Company of America

John Hancock

Northwestern Mutual

Ameriprise Financial

Equitable

MetLife

Prudential Financial

Transamerica

Pacific Life

Nationwide Insurance