Summit Investment Advisors Revenue, Growth & Competitor Profile

DBA WEALTH PLANNERS, INC.

Company Profile & Annual Report for Summit Investment Advisors

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Summit Investment Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	3065 Centre Pointe Drive, Suite 2 Roseville, MN 55113

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Summit Investment Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Summit Investment Advisors is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Summit Investment Advisors Annual Revenue and Growth Rate

Summit Investment Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

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

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

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

Summit Investment 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 Investment Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Summit Investment 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 Investment Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ROYAL JAROS	Apple Valley, MN	100
MLG WEALTH MANAGEMENT	Woodbury, MN	93
MIDAMERICA WEALTH MANAGEMENT	Mendota Heights, MN	65
SUMMIT INVESTMENT ADVISORS	Roseville, MN	60
GALLAGHER FINANCIAL SERVICES	North Saint Paul, MN	60
FOCAL POINT SERVICES	White Bear Lake, MN	53

Future Competition: Summit Investment Advisors's Fastest Growing Competitors

These companies are in the same general field as Summit Investment 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)