Summit Strategies Group Competitors or Alternatives

Summit Strategies Group's top competitors include Carolinas Wealth Consulting, Pershing and Wilshire.

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

Summit Strategies Group's company profile

Steve Holmes

Founder

84/100
$57.3M
$25M - 100M
1
Summit Strategies Group's Competitor - Carolinas Wealth Consulting logo

George H. Edmiston

President

94/100
25 - 100
- -
$5M - 25M
2
Summit Strategies Group's Competitor - Pershing logo

James T. Crowley

CEO

78/100
1,000 - 5,000
- -
$1B - 5B
3
Summit Strategies Group's Competitor - Wilshire logo

Jason Schwarz

CEO

82/100
250 - 500
$25.5M
$100M - 500M
4
Summit Strategies Group's Competitor - Charles Schwab logo

Rick Wurster

President & CEO

76/100
35,300
$2.3B
$24.8B
5
Summit Strategies Group's Competitor - Fidelity Investments logo

Abigail P. Johnson

Chairman & CEO

76/100
50,000 - 100,000
$6B
$10B - 50B

Summit Strategies Group VS Carolinas Wealth Consulting

Carolinas Wealth Consulting is Summit Strategies Group's #1 rival. Carolinas Wealth Consulting was founded in 2001 in Charlotte, North Carolina. Like Summit Strategies Group, Carolinas Wealth Consulting also operates in the Banking, Financial Services and Insurance space. Carolinas Wealth Consulting generates $5M less revenue than Summit Strategies Group.

Summit Strategies Group VS Pershing

Pershing is one of Summit Strategies Group's top competitors. Pershing is headquartered in Jersey City, New Jersey, and was founded in 1939. Like Summit Strategies Group, Pershing also works within the Banking, Financial Services and Insurance sector. Pershing generates 11,160% the revenue of Summit Strategies Group.

Summit Strategies Group VS Wilshire

Wilshire is seen as one of Summit Strategies Group's top competitors. Wilshire was founded in 1972, and its headquarters is in Santa Monica, California. Like Summit Strategies Group, Wilshire also works within the Banking, Financial Services and Insurance sector. Wilshire has 350 more employees than Summit Strategies Group.

Frequently Asked Questions about Summit Strategies Group

  1. Who are Summit Strategies Group's top competitors?

    Summit Strategies Group's top 3 competitors are Carolinas Wealth Consulting, Pershing, Wilshire.
  2. Who is similar to Summit Strategies Group?

    Carolinas Wealth Consulting is the most similar to Summit Strategies Group. Pershing and Wilshire are also similar to Summit Strategies Group.
  1. Are Summit Strategies Group and Carolinas Wealth Consulting competitors?

    Yes, Carolinas Wealth Consulting is one of Summit Strategies Group’s top competitors.