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Insights

Advisor-focused growth Boutique, advisor-first structure within Cetera, serving 400 advisors in 225 offices nationwide. Opportunity to position complementary services or tooling that enhances independence and practice management for this advisor community.

Scale and support Firm combines boutique support with Cetera scale, suggesting a need for scalable technology, compliance tooling, onboarding, and transition support that can be offered as a value-add to streamline advisor experiences.

Tech stack fit Current tech stack includes modern web technologies and SEO tooling, indicating openness to digital solutions that integrate with their web presence, client engagement channels, and back-office workflows.

Revenue potential Reported revenue in the high hundreds of millions and a sizable advisor network; potential cross-sell of practice-management platforms, CRM enhancements, marketing automation, and retirement/income planning analytics.

Talent momentum Recent hire indicates active expansion and leadership onboarding; opportunity to engage in executive-level partnerships, training platforms, and advisor development programs aligned with growth trajectory.

Similar companies to Summit Financial Networks, Inc.

Summit Financial Networks, Inc. Tech Stack

Summit Financial Networks, Inc. uses 8 technology products and services including Alteryx, Amazon Web Services, WordPress, and more. Explore Summit Financial Networks, Inc.'s tech stack below.

Summit Financial Networks, Inc.'s Email Address Formats

Summit Financial Networks, Inc. uses at least 3 email formats:
Summit Financial Networks, Inc. Email FormatsExamplePercentage
FLast@summitbrokerage.comJDoe@summitbrokerage.com
90%
Last@summitbrokerage.comDoe@summitbrokerage.com
8%
First.Last@summitbrokerage.comJohn.Doe@summitbrokerage.com
2%

Frequently Asked Questions

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

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconSummit Financial Networks, Inc.'s official website is summitfinancialnetworks.com and has social profiles on LinkedIn.

How much revenue does Summit Financial Networks, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, Summit Financial Networks, Inc.'s annual revenue is estimated to be $100M - $250M.

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

Minus sign iconPlus sign iconSummit Financial Networks, Inc.'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of August 2026, Summit Financial Networks, Inc. has approximately 84 employees across 2 continents, including North America and Europe. Key team members include Registered Representative: K. L. H., Sales Marketing Associate: C. C. and Insurance Agent: G. P. Explore Summit Financial Networks, Inc.'s employee directory with LeadIQ.

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

Minus sign iconPlus sign iconSummit Financial Networks, Inc. operates in the Financial Services industry.

What technology does Summit Financial Networks, Inc. use?

Minus sign iconPlus sign iconSummit Financial Networks, Inc.'s tech stack includes Alteryx, Amazon Web Services, WordPress, Salesforce, Infinite Scroll, New Relic, DigitalOcean Web Hosting and Nginx.

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

Minus sign iconPlus sign iconSummit 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?

Minus sign iconPlus sign iconSummit Financial Networks, Inc. was founded in 1993.
Summit Financial Networks, Inc. logo

Summit Financial Networks, Inc.

Financial ServicesFlorida, United States51-200 Employees

Summit Financial Networks, Inc. operates as a boutique financial services firm that supports a national network of roughly 350 financial advisors across about 200 offices in the United States. The organization emphasizes treating advisors as customers and delivering a high level of service and support to enable them to serve their clients effectively. Securities are offered through Cetera Wealth Services, LLC, and advisory services are provided through Cetera Investment Advisers LLC, with Cetera operating under separate ownership from Summit. Based in Boca Raton, Florida, Summit sits in the financial services industry as a mid-sized firm with a nationwide footprint. In December 2023, the company announced the hire of Peter Bell through LPL Financial LLC, marking a notable recent staffing development. Investment products distributed through Summit are not insured by FDIC or NCUSIF, may lose value, are not guaranteed, are not a deposit, and are not insured by any federal government agency.

Section iconCompany Overview

Phone number
+1-561-338-****
Website
summitfinancialnetworks.com
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M - $250M

    Summit Financial Networks, Inc.'s revenue is estimated to be in the range of $100M - $250M

Company Leadership

  • Registered Representative at Summit Financial Networks, Inc.
    K. L. H.
    Registered Representative
    Mobile Phone
  • Sales Marketing Associate at Summit Financial Networks, Inc.
    C. C.
    Sales Marketing Associate
    Mobile Phone
  • Insurance Agent at Summit Financial Networks, Inc.
    G. P.
    Insurance Agent
    Mobile Phone
  • Financial Planner at Summit Financial Networks, Inc.
    L. K.
    Financial Planner
    Mobile Phone
  • Employee at Summit Financial Networks, Inc.
    C. E.
    Mobile Phone

Employee Directory

  • Employee at Summit Financial Networks, Inc.
    E. R.
    Mobile Phone
  • Employee at Summit Financial Networks, Inc.
    J. H.
    Mobile Phone
  • Employee at Summit Financial Networks, Inc.
    K. K. W.
    Mobile Phone
  • Employee at Summit Financial Networks, Inc.
    L. S.
    Mobile Phone
  • Employee at Summit Financial Networks, Inc.
    L. F.
    Mobile Phone

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