Ohio · 3 advisers
Financial Advisors in Poland, Ohio
Looking for a financial advisor in Poland, Ohio? Falists indexes 3 SEC-registered and state-registered investment advisers in Poland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $160.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$160.0M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Poland
Ranked by AUM · Fees, team & specialties at a glance
IRON GATE WEALTH ADVISORS, LLC
Poland, OH
AUM
$160.0M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
330-953-1396
HDA WEALTH MANAGEMENT, LLC
Poland, OH
AUM
$159.1M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
330-980-0741
TOTAL FINANCIAL MANAGEMENT, LLC
Poland, OH
AUM
$90.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(330) 707-1919
More cities in Ohio
Common questions
- How many financial advisors are in Poland, Ohio?
- 3 registered investment advisers are listed in our Poland directory, sourced from public SEC filings.
- What types of advisors are in Poland?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Poland?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.