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Private Wealth Daily
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The Lean 100 · 2026 edition
No.87
Integrated Wealth Management logo

Integrated Wealth Management

Uniontown, OH · Firm website

83%AUM growth, 2024 to 2026
$254MAUM in the 2026 filing
35%client growth
10people at the firm

AUM by filing

$129M2023
$139M2024
$189M2025
$254M2026

Clients by filing

4022023
3932024
4752025
5302026

Key people

  • Edward GroskoPresident and FounderOwner · 20 years at the firm
    in
  • Ben GroskoPartnerOwner · 11 years at the firm
    in
  • Stephen Jackson
    Stephen JacksonDirector of Client PlanningOwner · 7 years at the firm
    in
  • Tracy Williams
    Tracy WilliamsChief Operating Officer2 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth83%104%
  • Client growth35%43%
  • People107
  • AUM per person$25.4M$49.7M

Rank by measure

  • Official rankNo. 8783%
  • Client growthNo. 6135%
  • AUM added per personNo. 94$11.5M
  • AUM per personNo. 92$25.4M
← No. 86 Costello Asset ManagementNo. 88 Curated Wealth Partners →
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Integrated Wealth Management: No. 87 on The Lean 100 (2026) — Private Wealth Daily