Summit Financial Wealth Advisors Revenue, Growth & Competitor Profile

DBA SUMMIT FINANCIAL OF LOUISIANA, INC.
DBA SUMMIT FINANCIAL WEALTH ADVISORS, LLC

Company Profile & Annual Report for Summit Financial Wealth Advisors

Access the complete profile.

Summit Financial Wealth Advisors Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	P O Box 53007 Lafayette, LA 70505

Note: Revenues for privately held companies are statistical evaluations.


Summit Financial Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Summit Financial Wealth Advisors's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Summit Financial Wealth Advisors is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Summit Financial Wealth Advisors Annual Revenue and Growth Rate

Summit Financial Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Summit Financial Wealth Advisors's revenues are gauged from an analysis of company filings.

Summit Financial Wealth Advisors's Income Statement (based on Industry Averages)

Summit Financial Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Summit Financial Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Summit Financial Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Summit Financial Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
SUMMIT FINANCIAL WEALTH ADVISORS	Lafayette, LA	100
AHRENS INVESTMENT PARTNERS	Lafayette, LA	96
CULLEN INVESTMENT GROUP	Lafayette, LA	57
LYNN WOOD & ASSOCIATES	Lafayette, LA	19

Future Competition: Summit Financial Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Summit Financial Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)