Summit Wealth Group Competitors and Similar CompaniesClear all

Cerity Partners's competitors and similar companies include Penguin and Forum Financial Management.

	Cerity Partners Cerity Partners is a financial services company specializing in banking, finance, and personal loans.	Penguin Penguin is a financial planning firm that provides wealth management solutions.	Forum Financial Management Forum Financial Management is a company that provides investment advisory services.
Founding Date	Founding Date 2009	Founding Date 2010	Founding Date 2002
Type	Type Private	Type Private	Type Private
Tags	Tags Financial Services financial management investment management tax	Tags Financial Services financial management investment management tax	Tags Financial Services financial management investment management tax
Locations	Locations New York, US HQ	Locations Cardiff, GB HQ Cowbridge, GB	Locations Lombard, US HQ Bartlett, US Bellaire, US Chicago, US Chicago, US Chicago, US Chicago, US see more
Employees	Employees 1,2704% increase	Employees 48	Employees 1081% increase

For sources of this data, please see the company profile

Cardiff, GB

Employees

Penguin is a financial planning firm that provides wealth management solutions.

Lombard, US

Employees

108↑ 1% increase

Forum Financial Management is a company that provides investment advisory services.

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