The Independence to Lead.The Support to Grow.
Summit Global partners with independent RIAs so you can focus on clients and growth, while we handle the infrastructure behind the scenes.
Leadership, Size, and Strength
Average Advisor AUM growth in 2025*
Assets under Management as of October 2026
Advisors
Established in 2010
HOW WE SUPPORT YOU
COMPETITIVE COMPENSATION
We offer competitive payouts, a performance-driven bonus structure, equity ownership opportunities and awards for top advisors.
ACCESS TO AWARD WINNING STRATEGIES
Offer innovative ETF-based investment solutions designed to help advisors broaden portfolio offerings and support client engagement.
TURNKEY GROWTH & CLIENT ENGAGEMENT
Attract more wallet share with high-impact strategies including Cash Management, Private Capital, and Workplace Retirement Solutions for both participants and sponsors.
PROVEN MARKETING THAT DELIVERS
Help fuel your pipeline with advisor marketing resources designed to support client outreach, including digital lead-generation campaigns and educational seminars.
CUTTING-EDGE TECHNOLOGY
Platform and tools that makes it easier to win clients, save time, and run your practice from anywhere.
COLLABORATIVE ADVISOR SUPPORT
You'll never be on an island. You're part of a growth-minded advisor community with shared purpose and support.
YOUR COMPLIANCE PARTNER
Backed by our advanced platform of risk and compliance management, services, and technology, all designed to protect you, your business, and your clients.
ADVISORS COME TO SUMMIT GLOBAL AND STAY.
Don't just take our word for it. Discover why elite advisors are choosing Summit as their final career move.
"It took me nearly two decades to get to $25 million at my old firm. I had nearly given up on growing, then I joined Summit. Thanks to THE SUMMIT WAY, I hit $50 million in just 8 months."
— Kristi SorensenAdvisor Testimonials Disclosure: The above statements are from current affiliated advisors of Summit Global Investments. These individuals are not clients. Testimonials may not be representative of the experience of all advisors and are not guarantees of future results or success. Advisors were not compensated for providing these statements unless otherwise noted. As affiliated advisors, they have an economic incentive to promote Summit Global.
COMPENSATION SCHEDULE
Our Advisors get a clear path to equity, competitive payouts, qualify for monthly bonuses and override opportunities.
| SGPW Advisor Levels | Gross Compensation | Advisor Payout | Override Payout |
|---|---|---|---|
| Financial Associate (FAS) | $0 – $49,999 | 60.0% | Up to 20%* |
| Financial Advisors (FA) | $50,000 – $99,999 | 70.0% | 10% |
| Sr. Financial Advisors (SFA) | $100,000 – $249,999 | 80.0% | 10% |
| Associate Partners | $250,000 – $499,999 | 80.0% | 10% |
| Partners | $500,000 – $999,999 | 85.0% | 10% |
| Sr. Partners | $1,000,000 – $1,999,999 | 85.0% | 10% |
| Managing Partners | $2,000,000 – $2,999,999 | 85.0% | 10% |
| Executive Managing Partners | $3,000,000+ | 85.0% | 10% |
*20% override is only eligible for advisors who are at or above an 80% payout rate.
Keep what sets you apart and take it further with the right support