United Advisors

United Advisors (CRD# 133668) is a financial advisory firm headquartered in Maumee, OH. They manage $200,480,000 in 1,660 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    1,660
    ACCOUNTS
  • Average Account Value
    $120,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, KY, MD, MI, MN, NC, NE, NH, NJ, NY, OH, PA, RI, TX, UT, VA, VT

Financial Advisors at United Advisors
Showing 1 - 10 of 13 top financial advisors.
1
Suzanne L. Abrams
CRD#: 5002363
1040 6th St S, Hopkins, MN 55343
93
Wealthminder
score

Suzanne Abrams (CRD# 5002363) is an Investment Advisor Representative working at United Advisors in Hopkins, MN and has over 11 years of experience in the finance industry.

2
Michael T. Gill
CRD#: 4546628
40 Wall St, New York, NY 10005
93
Wealthminder
score

Michael Gill (CRD# 4546628) is an Investment Advisor Representative working at United Advisors in New York, NY and has over 14 years of experience in the finance industry.

3
Scott D. Martin
CRD#: 4328984
150 N. Michigan Ave, #2800, Chicago, IL 60601
93
Wealthminder
score

Scott Martin (CRD# 4328984) is an Investment Advisor Representative working at United Advisors in Chicago, IL and has over 15 years of experience in the finance industry.

4
Donald M. McClurg
CRD#: 4117224
1055 Saint Paul Pl, Ste 150, Cincinnati, OH 45202
93
Wealthminder
score

Donald McClurg (CRD# 4117224) is an Investment Advisor Representative working at United Advisors in Cincinnati, OH and has over 16 years of experience in the finance industry.

5
Michael H. Mongiello
CRD#: 4630706
40 Wall St, Fl 17, New York, NY 10005
93
Wealthminder
score

Michael Mongiello (CRD# 4630706) is an Investment Advisor Representative working at United Advisors in New York, NY and has over 13 years of experience in the finance industry.

6
Ira N. Ross
CRD#: 722300
1715 Indian Wood Circle, Suite 200, Maumee, OH 43537
93
Wealthminder
score

Ira Ross (CRD# 722300) is an Investment Advisor Representative working at United Advisors in Maumee, OH and has over 35 years of experience in the finance industry.

7
Marcus Wacker
CRD#: 2103821
1715 Indian Wood Circle, Suite 200, Maumee, OH 43537
93
Wealthminder
score

Marcus Wacker (CRD# 2103821) is an Investment Advisor Representative working at United Advisors in Maumee, OH and has over 25 years of experience in the finance industry.

8
Timothy J. Hughes
CRD#: 6316019
Point Pleasant Beach, NJ
87
Wealthminder
score

Timothy Hughes (CRD# 6316019) is an Investment Advisor Representative working at United Advisors in Point Pleasant Beach, NJ and has 1 year of experience in the finance industry.

9
Darin P. Pope
CRD#: 1894306
40 Wall St, Fl 17, New York, NY 10005
86
Wealthminder
score

Darin Pope (CRD# 1894306) is an Investment Advisor Representative working at United Advisors in New York, NY and has over 19 years of experience in the finance industry. Darin Pope has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Alfred F. Cassinelli
CRD#: 2518931
721 Main St Ste 100, Stevensville, MD 21666
83
Wealthminder
score

Alfred Cassinelli (CRD# 2518931) is an Investment Advisor Representative working at United Advisors in Stevensville, MD and has over 21 years of experience in the finance industry.

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