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uFinancial Group competitors
Zippia score 3.9
UFinancial Group main competitors are Valic, The Bulfinch Group, and New England Financial.
Competitor Summary. See how uFinancial Group compares to its main competitors:
- Fulton Bank has the most employees (3,500).
- Employees at Valic earn more than most of the competitors, with an average yearly salary of $71,590.
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uFinancial Group vs competitors
| Company | Founding date | Zippia score | Headquarters | # of Locations | Revenue | Employees |
|---|---|---|---|---|---|---|
| - | 3.9  | Mechanicsburg, PA | 1 | $12.0M | 156 | |
Strategic Financial Partners | 1933 | 3.9 | Memphis, TN | 1 | $3.3M | 13 |
| 1966 | 4.0 | Vienna, VA | 1 | $28.6M | 50 | |
| - | 4.1 | New York, NY | 1 | $5.9M | 350 | |
Boston Financial Group Inc | - | 3.8 | Boston, MA | 1 | $510,000 | 6 |
| 1882 | 4.7 | Lancaster, PA | 42 | $793.3M | 3,500 | |
| 1997 | 4.2 | Southfield, MI | 1 | $28.0M | 175 | |
| 1950 | 3.3 | Shelton, CT | 1 | $740,000 | 50 | |
| 1886 | 3.4 | Holyoke, MA | 1 | $3.1M | 300 | |
| 1983 | 3.7 | Farmington, CT | 1 | $22.6M | 50 | |
| - | 3.8 | Boston, MA | 1 | $2.5M | 50 | |
| 1994 | 3.4 | Needham, MA | 1 | $15.9M | 40 | |
| - | 3.7 | Fort Lauderdale, FL | 1 | $8.5M | 300 | |
| 1999 | 3.5 | Nampa, ID | 1 | $90,000 | 63 | |
Peachtree Planning | 1987 | 3.5 | Atlanta, GA | 1 | $440,000 | 7 |
| 1960 | 3.9 | Minneapolis, MN | 1 | $53.2M | 125 | |
| - | 3.2 | Walnut Creek, CA | 1 | $2.2M | 50 | |
| 1984 | 3.8 | Lake Bluff, IL | 1 | $6.0M | 175 | |
| 1874 | 4.6 | New York, NY | 1 | $2.1B | 3,000 | |
| - | 3.8 | Indianapolis, IN | 1 | $63.0M | 419 | |
| 1955 | 4.6 | Amarillo, TX | 1 | $940.0M | 999 |
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uFinancial Group salaries vs competitors
Among uFinancial Group competitors, employees at Valic earn the most with an average yearly salary of $71,590.
Compare uFinancial Group salaries vs competitors
| Company | Average salary | Hourly salary | Salary score |
|---|---|---|---|
uFinancial Group | $61,234 | $29.44 | - |
Strategic Financial Partners | $61,783 | $29.70 | - |
Capitol Financial | $61,411 | $29.52 | - |
Fifth Avenue Financial | $38,863 | $18.68 | - |
Fulton Bank | $37,734 | $18.14 | - |
Michigan Financial Companies | $58,097 | $27.93 | - |
Compare uFinancial Group job title salaries vs competitors
| Company | Highest salary | Hourly salary |
|---|---|---|
uFinancial Group | $36,881 | $17.73 |
The Bulfinch Group | $38,811 | $18.66 |
Valic | $37,505 | $18.03 |
New England Financial | $37,063 | $17.82 |
Foster Klima | $36,962 | $17.77 |
Capitol Financial | $36,683 | $17.64 |
Fulton Bank | $36,230 | $17.42 |
Boston Financial Group Inc | $35,996 | $17.31 |
MW Advisors | $35,915 | $17.27 |
Strategic Financial Partners | $35,776 | $17.20 |
Michigan Financial Companies | $35,691 | $17.16 |
Barnum Financial Group | $35,658 | $17.14 |
Pearre and Associates | $35,632 | $17.13 |
Powell Financial Management | $35,630 | $17.13 |
Charter Oak Financial | $35,583 | $17.11 |
Foresters Financial | $35,549 | $17.09 |
Peachtree Planning | $35,546 | $17.09 |
Allegis Financial Partners | $35,543 | $17.09 |
Coastal Wealth | $35,523 | $17.08 |
WestPoint Financial Group | $35,516 | $17.08 |
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uFinancial Group demographics vs competitors
Compare gender at uFinancial Group vs competitors
| Job title | Male | Female |
|---|---|---|
| Fulton Bank | 34% | 66% |
| Boston Financial Group Inc | 44% | 56% |
| Foster Klima | 63% | 38% |
| Foresters Financial | 68% | 32% |
| WestPoint Financial Group | 72% | 28% |
| uFinancial Group | - | - |
Male
Female
100%
75%
50%
25%
0%
0%
25%
50%
75%
100%
Compare race at uFinancial Group vs competitors
| Company | White | Hispanic or Latino | Black or African American | Asian | Unknown | Diversity score |
|---|---|---|---|---|---|---|
| 65% | 14% | 11% | 7% | 3% | 9.6 | |
| 59% | 18% | 10% | 9% | 4% | 8.1 | |
Boston Financial Group Inc | 69% | 10% | 10% | 7% | 4% | 7.0 |
| 78% | 9% | 5% | 6% | 3% | 6.3 | |
| 74% | 10% | 8% | 5% | 3% | 6.2 | |
| 74% | 9% | 8% | 5% | 4% | 6.5 |
uFinancial Group and similar companies CEOs
E. Philip Wenger
Fulton BankLouis Gagnon
Foresters FinancialRichard A. st. Jean
Boston Financial Group IncPaul Blanco
Barnum Financial GroupDoug Flink
Foster KlimaJohn B. Dicus
Capitol FinancialSearch for jobs
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Updated December 14, 2025