Summit Group Retirement Planners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Exton, PA. Its latest Form ADV filing, dated February 26, 2026, reports $302M in regulatory assets under management, 4 employees, 1 office, and 255 accounts.
Top client segmentIndividuals represent 71.7% of total clients.
Top client categories% of clientsClients
1
Individuals
71.7%
177
2
Pension Plans
23.5%
58
3
HNWI
4.9%
12
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
SIMPLE IRA PLANS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$302Mas of February 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$302M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$302M
Total Accounts255
10Y AUM Change+$194M (+178.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee62:1
10Y Employee Change+2 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.