Top financial advisors in Uniontown, OH
We've curated a list of the best financial advisors in Uniontown, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $121,374,223 Number of advisors 8 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Uniontown, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Integrated Wealth Management, Inc.
Integrated Wealth Management, Inc. is a Registered Investment Adviser based in Uniontown, Ohio, established in June 2006. The firm offers Wealth Management Services, including financial planning, continuous financial management, and portfolio management. Initial financial plan fees range from $500 to $15,000, with potential higher fees for complex objectives. Portfolio Management Services have an annual fee scale based on account asset value, starting at 1.50% for assets up to $500,000. The firm may recommend third-party money managers and receive compensation for such referrals. Integrated Wealth Management employs fundamental, long-term investment strategies and offers mutual fund asset allocation models. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, and corporate entities. The firm does not require a minimum account size but reserves the right to terminate accounts deemed too small. Integrated Wealth Management does not vote proxies on behalf of clients and does not have any reportable disciplinary information. The firm does not have custody of client funds and maintains strict privacy policies. Clients receive annual privacy policy notices and are assured that their information is kept confidential and secure.
$121,374,223 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
THIRD PARTY ADVISORY FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Uniontown, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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