Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Financial ADVSR advisor directory · SEC adviser records

Summit Wealth Partners, LLC financial advisors

Every SEC-registered investment adviser representative at Summit Wealth Partners, LLC, by the state and city of the office they work from.

11 registered advisors work at Summit Wealth Partners, LLC, in 2 states and 5 cities; the most are in Orlando, FL (5). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Summit Wealth Partners, LLC advisor by name →Summit Wealth Partners, LLC: assets, clients and custodians →

Cities with the most Summit Wealth Partners, LLC advisors

Orlando, FL 5Naples, FL 3Clover, SC 1Fort Myers, FL 1Wesley Chapel, FL 1

Summit Wealth Partners, LLC advisors by state

Summit Wealth Partners, LLC in Florida 10

Orlando 5Naples 3Fort Myers 1Wesley Chapel 1

Summit Wealth Partners, LLC in South Carolina 1

Clover 1

Questions

How many financial advisors does Summit Wealth Partners, LLC have?

11 investment adviser representatives are registered with Summit Wealth Partners, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 5 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Summit Wealth Partners, LLC have the most advisors?

Orlando, FL, with 5 registered advisors, then Naples, FL (3). By state, Florida has the most, with 10.

How do I find a Summit Wealth Partners, LLC financial advisor near me?

Pick your state below, then your city, to see every Summit Wealth Partners, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Summit Wealth Partners, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →