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Summit Investment AdvisorsFinancial advisor in Boca Raton, FL

Summit Investment Advisors is a financial advisor at 4800 N Federal Hwy Ste B111, Boca Raton, FL 33431, ranked #47 of 142 investment advisors in Boca Raton and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Boca Raton, FLUpdated 0 paid placements in any rankingHow we rank

Call (561) 300-2282Website ↗

Key facts

Key facts about Summit Investment Advisors
Address4800 N Federal Hwy Ste B111, Boca Raton, FL 33431Get directions
Phone(561) 300-2282
Websitesummitinvest.com
HoursMonday to Friday: 8 AM – 4 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsbusiness name

Service area

Serves Boca Raton and 11 towns within 25 miles: Delray Beach, Kings Point, Deerfield Beach, Boca Del Mar, Sandalfoot Cove, Lighthouse Point, Boynton Beach, Pompano Beach, Parkland, Coconut Creek and Margate.

Based in Boca Raton, FLView on map

Opening hours

Opening hours for Summit Investment Advisors
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Summit Investment Advisors

How is Summit Investment Advisors ranked in Boca Raton?

Summit Investment Advisors is ranked #47 of 142 investment advisors in Boca Raton by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Summit Investment Advisors’ hours?

Summit Investment Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Summit Investment Advisors serve?

Serves Boca Raton and 11 towns within 25 miles: Delray Beach, Kings Point, Deerfield Beach, Boca Del Mar, Sandalfoot Cove, Lighthouse Point, Boynton Beach, Pompano Beach, Parkland, Coconut Creek and Margate. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Summit Investment Advisors?

Summit Investment Advisors has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Summit Investment Advisors?

Call Summit Investment Advisors on (561) 300-2282. The business is at 4800 N Federal Hwy Ste B111, Boca Raton, FL 33431. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Summit Investment Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Summit Investment Advisors (this business)—625.0 (3)NoNo
American Asset Management Inc#45624.5 (4)NoNo3.0 mi
Cypress Bank & Trust#46625.0 (4)NoNo21.7 mi
Jordan Bernstein - Financial Advisor, Ameriprise Financial Services, LLC#48615.0 (18)——0.0 mi

See all 142 ranked investment advisors in Boca Raton