Home
Summit Wealth Group

Summit Wealth Group Market Share Analysis for August 2026

Financial advisors passionate about helping you reach your wealth management and retirement goals through customized financial planning. Our CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®) take a personalized approach so you can know you are not alone on your financial journey.

Finance > Finance - Other

Domainsummitwealthgroup.com

Year Founded1985

Employees51 - 200

Annual Revenue$25M - $50M

Summit Wealth Group

Summit Wealth Group (including company regionals)

summitwealthgroup.com

See more website traffic and engagement information

Summit Wealth Group Revenue up to August 2026 is 25M - 50M

revenue generated by Summit Wealth Group top domains

Summit Wealth Group top domains revenue over 3 years

Revenue for Summit Wealth Group top domains

summitwealthgroup.com25M - 50M

See more with Sales Intelligence

Total visits to Summit Wealth Group's top domains

Understand Summit Wealth Group market share and potential market reach.

Total visits last 3 months

Subsidiaries Breakdown

summitwealthgroup.com5.3K

See more with Sales Intelligence

Avg. visit duration in Summit Wealth Group's top domains

Analyze Summit Wealth Group engagement metrics.

Average visit duration last 3 months

Subsidiaries Breakdown

summitwealthgroup.com00:00:16

See more with Sales Intelligence

Avg. pageviews on Summit Wealth Group's top domains

See how Summit Wealth Group keep users engaged, nurture their interest, and encourage them to take the next step.

Average page views last 3 months

Subsidiaries Breakdown

summitwealthgroup.com1.85

See more with Sales Intelligence

Summit Wealth Group top competitors by domain

Looks like there’s not enough data here

No Data to Display

Top technologies used by Summit Wealth Group

These are the website technologies, by industry, used by Summit Wealth Group top domains

Advertising (10)

DoubleClick

Audio Video Media (5)

YouTube

Conversion & Analytics (4)

Google Analytics

Social (3)

Facebook Connect

More Technologies

10

See all

News & Signals from Summit Wealth Group

With Similarweb Sales signals alerts, you’ll receive daily updates of recognized buying signals whenever new opportunities or threats arise in your target audience.

NewsSummit Wealth Group acquired Financial Investment Team, Inc. on Sep 2nd '26.Summit Wealth Group has acquired Portland, Oregon-based Financial Investment Team, adding approximately $224 million in client assets and establishing the independent registered investment advisor's first office in the Pacific Northwest.

NewsSummit Wealth Group expands offices in Tennessee, United States, Northern America, Americas.The combined firms will increase Summit's AUM to approximately $3 billion and expand its footprint in Tennessee.

NewsSummit Wealth Group partners with Premier Private Wealth, LLC.Summit Wealth Group announces merger with Premier Private Wealth.