City
Wealth management firms in Uniontown, Ohio
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Uniontown, Ohio reported $381.0 million in regulatory assets under management; the largest by assets was Integrated Wealth Management, Inc., with $254.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $381.0 million
- Average per firm
- $76.2 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Integrated Wealth Management, Inc. | SEC | $254.1 million | 1,326 |
| 2 | Sobitz Financial Group, LLC | State | $88.7 million | 446 |
| 3 | Andrews Wealth Management, LLC | State | $16.6 million | 80 |
| 4 | Deem Asset Management | State | $11.3 million | 93 |
| 5 | Summit Investments and Financial Planning | State | $10.3 million | 71 |
Wealth management firms in Ohio, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.