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Summit Financial Competitors or Alternatives

Summit Financial's top competitors include Baron Financial, Greenberg & Rapp Financial Group and Hfm Investment Advisors.

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CEO RATING

EMPLOYEES

FUNDING

REVENUE

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Summit Financial's company profile

Steven Weinman

President

69/100
100 - 250
$2M
$25M - 100M
  • $2M
    $25M - 100M
  • 100 - 250
    $2M
  • $25M - 100M
  • 69/100
  • 100 - 250
  • $2M
  • $25M - 100M
View ProfileView
1
Summit Financial's Competitor - Baron Financial logo

CEO

- -
1 - 25
- -
$5M - 25M
  • - -
    $5M - 25M
  • 1 - 25
    - -
  • $5M - 25M
  • - -
  • 1 - 25
  • - -
  • $5M - 25M
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2
Summit Financial's Competitor - Greenberg & Rapp Financial Group logo

CEO

- -
$150K
  • $150K
  • $150K
  • - -
  • $150K
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3
Summit Financial's Competitor - Hfm Investment Advisors logo

CEO

- -
100 - 250
- -
$25M - 100M
  • - -
    $25M - 100M
  • 100 - 250
    - -
  • $25M - 100M
  • - -
  • 100 - 250
  • - -
  • $25M - 100M
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4
Summit Financial's Competitor - Equity Planning logo

Marc S. Schliefer

President & CEO

86/100
25 - 100
$1M
$5M - 25M
  • $1M
    $5M - 25M
  • 25 - 100
    $1M
  • $5M - 25M
  • 86/100
  • 25 - 100
  • $1M
  • $5M - 25M
View ProfileView
5
Summit Financial's Competitor - Montecito Capital Management logo

Kipley J. Lytel

Founder

70/100
25 - 100
- -
$5M - 25M
  • - -
    $5M - 25M
  • 25 - 100
    - -
  • $5M - 25M
  • 70/100
  • 25 - 100
  • - -
  • $5M - 25M
View ProfileView
The top 10 competitors in Summit Financial's competitive set are Baron Financial, Greenberg & Rapp Financial Group, Hfm Investment Advisors, Modera, Equity Planning, Montecito Capital Management, Cardan Capital Partners, LFP, Bel Air and Berkson. Together they have raised over 72.2M between their estimated 570 employees. Summit Financial's revenue is the ranked 1st among it's top 10 competitors. The top 10 competitors average 16.6M. Summit Financial has 104 employees and is ranked 3rd among it's top 10 competitors. The top 10 competitors average 67.

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Frequently Asked Questions about Summit Financial

  1. Who are Summit Financial's top competitors?

    Summit Financial's top 3 competitors are Baron Financial, Greenberg & Rapp Financial Group, Hfm Investment Advisors.

  2. Who is similar to Summit Financial?

    Baron Financial is the most similar to Summit Financial. Greenberg & Rapp Financial Group and Hfm Investment Advisors are also similar to Summit Financial.

  1. Are Summit Financial and Baron Financial competitors?

    Yes, Baron Financial is one of Summit Financial’s top competitors.