Ohio · 4 advisers
Financial Advisors in Uniontown, Ohio
Looking for a financial advisor in Uniontown, Ohio? Falists indexes 4 SEC-registered and state-registered investment advisers in Uniontown — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $254.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$254.1M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Uniontown
Ranked by AUM · Fees, team & specialties at a glance
INTEGRATED WEALTH MANAGEMENT, INC.
Uniontown, OH
AUM
$254.1M
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
330-896-1644
SOBITZ FINANCIAL GROUP, LLC
Uniontown, OH
AUM
$88.7M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-896-9575
ANDREWS WEALTH MANAGEMENT, LLC
Uniontown, OH
AUM
$19.5M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-644-9000
SUMMIT INVESTMENTS AND FINANCIAL PLANNING
Uniontown, OH
AUM
$10.3M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
3302564283
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Common questions
- How many financial advisors are in Uniontown, Ohio?
- 4 registered investment advisers are listed in our Uniontown directory, sourced from public SEC filings.
- What types of advisors are in Uniontown?
- 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 Uniontown?
- 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.