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Summit Investment Advisors

Summit Investment Advisors helps individuals, families, and businesses make financial decisions.

Financial Services
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Headquarters
Roseville, Minnesota, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
11 to 50Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
60 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Summit Investment Advisors do?

Clients seek support for retirement preparation, investment growth, children’s futures, and legacy preservation. The firm creates tailored plans intended to adapt as clients’ lives and financial circumstances evolve.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Personalized financial strategies

The team provides personalized financial strategies aligned with clients’ values.

Source: LinkedIn company description · Retrieved October 13, 2026

Tailored financial plans

The firm creates tailored plans that adapt as clients’ lives and financial landscapes evolve.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWSummit Investment Advisors listed #1 on Estate planning architects, October 11, 2026Open the published source list.
Summit Investment Advisors

#1 Estate planning architects

Snapshot: October 11, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 13, 2026, September 15, 2026, September 16, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 29, 2026 and October 11, 2026. How the company lists are built.

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